Robert Jefferson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 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

• 07/2016 → 02/2017
  Unemployed
  Burlington, MA
• 02/2017 → 09/2017
  Essex Securities Llc
  Danvers, MA
• 02/2017 → 09/2017
  Global Investment Advisors Llc
  Danvers, MA
• 09/2017 → 10/2017
  Unemployed
  Burlington, MA
• 10/2017 → 07/2021
  Waddell & Reed, Inc
  Woburn, MA
• 10/2017 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Burlington, MA
• 01/2019 → 07/2021
  Jmj Financial Partners, Inc.
  Woburn, MA
• 07/2021 → Present
  Lpl Financial Llc
  Woburn, MA

Previous Registrations

• 2017-11-09 → 2021-07-21
  Waddell & Reed
  Dover, MA
  Hamden, CT
  Woburn, MA

Other Businesses

1. 09/17/2021 - JMJ Financial Partners, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 1/3/2019 2. 09/17/2021 - JMJ Financial Partners Inc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 1/03/2019 3. 07/31/2023 - Crump - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 07/26/2021 - 5 Hours Per Month/ 5 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2017-02-23

Other Names

• Bobby Jefferson
• Robert James Jefferson
• Bob Jefferson