Melissa Gomez Castrejon

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

• 08/2014 → 10/2016
  Panda Express
  Schaumburg, IL
• 04/2016 → 04/2022
  Jpm Chase
  Bloomingdale, IL
• 10/2017 → 01/2018
  Lou Malnatis
  Roselle, IL
• 04/2022 → 06/2022
  Fidelity Investments
  Geneva, IL
• 06/2022 → 12/2023
  Lpl Financial Llc/Professional Wealth Advisors Llc
  Downers Grove, IL
• 01/2024 → Present
  Lpl Financial Llc
  Downers Grove, IL

Other Businesses

1- 06/2024 / Professional Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 06/2024 / Partnerland LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 3- 06/2024 / J4 Wealth Management, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 4- 03/18/2026 - Genesis Wealth- DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/01/2022 - 3 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2026-04-27

Other Names

• Melissa Gomez Castrejon
• Melissa Gomezcastrejon
• Melissa Gomez Castrejon