Jerome Glyn Kahn

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 04/2022
  Nylife Securities,Llc
  Irvine, CA
• 07/2014 → 04/2022
  New York Life Insurance
  Irvine, CA
• 09/2017 → 04/2022
  Kahn Financial & Insurance Solutions
  Irvine, CA
• 01/2022 → 04/2022
  Eagle Strategies Llc
  Irvine, CA
• 04/2022 → Present
  The Prudential Insurance Company Of America
  Irvine, CA
• 04/2022 → 11/2024
  Pruco Securities, Llc
  Irvine, CA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Irvine, CA

Previous Registrations

• 2022-04-20 → 2024-11-14
  Pruco Securities, Llc.
  Irvine, CA
  Irvine, CA
  Irvine, CA
• 2022-01-07 → 2022-04-22
  Eagle Strategies Llc
  Irvine, CA

Other Businesses

1. 06/20/2025 - Jerome Kahn - Real Estate Rental - Irvine, CA - INV REL - Start Date 06/18/2025 - 2hrs/mth

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-13
• S63 Uniform Securities Agent State Law Examination
  2015-01-29

Other Names

• Jerome Glyn Kahn
• Jerome Kahn