Jennifer Anne Desimone

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

• 12/2021 → 10/2023
  Transamerica Financial Advisors, Inc
  Greenwood Village, CO
• 10/2021 → 10/2023
  World Financial Group, Inc.
  Greenwood Village, CO
• 10/2004 → 10/2023
  Lamothe Amd Associates Financial Services Inc
  East Brookfield, MA
• 01/2022 → Present
  Lamothe & Desimone Financial Services, Inc.
  East Brookfield, MA
• 10/2023 → Present
  Lpl Financial Llc
  Highlands Ranch, CO

Previous Registrations

• 2022-06-07 → 2023-11-02
  Transamerica Financial Advisors, Llc
  Waltham, MA

Other Businesses

1) 10/19/2023- LaMothe & DeSimone Financial Services, Inc -Tax Prep/Accounting/CPA- Inv. Related- East Brookfield, MA - start date 1/1/2022- 120hrs/mth 2) 10/19/2023 - Gladstone Wealth Partners- DBA for LPL Business (entity for LPL business) - Inv. Related- At reported business location(s) 3) 10/19/2023 - Priority Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv. Related- Brookfield, MA 4) 10/19/2023- One Resource Group - Non-Variable Insurance- Agent for term insurance and indexed universal life - Inv. related- Roanoke, IN - start date 10/23/2023- 10hrs/mth

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-03
• S63 Uniform Securities Agent State Law Examination
  2020-10-23

Other Names

• Jennifer Anne Pelkey