Francisco Jose Blanco

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

• 06/2012 → 11/2016
  Jpmorgan Chase Bank, N.A
  Davie, FL
• 10/2014 → 11/2016
  J.P. Morgan Securities Llc
  Davie, FL
• 11/2016 → 10/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Plantation, FL
• 11/2016 → 10/2017
  Bank Of America, N.A.
  Plantation, FL
• 12/2017 → 03/2018
  Northwestern Mutual
  Fort Lauderdale, FL
• 01/2015 → 12/2016
  Florida International University
  Miami, FL
• 10/2017 → 12/2017
  Unemployed
  Cooper City, FL
• 03/2018 → 05/2018
  Unemployed
  Cooper City, FL
• 05/2018 → 12/2019
  J.P. Morgan Securities Llc
  Davie, FL
• 05/2018 → 12/2019
  Jpmorgan Chase Bank, N.A
  Davie, FL
• 02/2020 → 02/2023
  Dale Carnegie Training
  Dania Beach, FL
• 01/2020 → 10/2024
  Jp Morgan Chase Bank N.A
  Hollywood, FL
• 01/2020 → 10/2024
  Jp Morgan Securities Llc
  Hollywood, FL
• 12/2019 → 01/2020
  Unemployed
  Cooper City, FL
• 10/2024 → Present
  Lpl Financial Llc
  Fort Lauderdale, FL

Previous Registrations

• 2018-06-18 → 2024-10-23
  J.P. Morgan Securities Llc
  Davie, FL
  Hollywood, FL
  Pembroke Pines, FL
  Hallandale Beach, FL
  Weston, FL
  Hallandale Beach, FL

Other Businesses

1- 10/2024 / Stonebrook Wealth Partners / DBA for LPL Business (entity for LPL business) / INV RLTD

Exams

• S66 Uniform Combined State Law Examination
  2018-04-02

Other Names

• Francisco J Blanco
• Francisco Blanco
• Francisco Jose Blanco