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Jennifer Leigh Hamilton

LPl Financial LLC

Utica, OH

CRD 7558150

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-05-01
  • OH RA
    APPROVED
    Since 2025-05-01

Branch Locations

Utica, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Grove Point Investments Llc Rockville MD 05/2022 05/2025
Nationwide Children's Hospital Columbus OH 07/2021 Present
Children's Hospital Colorado Aurora CO 06/2010 05/2021
Legend Financial Services Utica OH 03/2022 Present
Lpl Financial Llc Utica OH 05/2025 Present
  • 05/2022 → 05/2025
    Grove Point Investments Llc
    Rockville, MD
  • 07/2021 → Present
    Nationwide Children's Hospital
    Columbus, OH
  • 06/2010 → 05/2021
    Children's Hospital Colorado
    Aurora, CO
  • 03/2022 → Present
    Legend Financial Services
    Utica, OH
  • 05/2025 → Present
    Utica, OH
Previous Registrations
  • 2023-08-07 → 2025-05-01
    Grove Point Advisors, Llc
    Utica, OH
    Rockville, MD
Other Businesses

1. 05/2025- Legend Financial Services LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/01/2022- 80 Hours Per Month- 80 Hours During Trading 2. 05/2025- Nationwide Children's Hospital- Outside/W-2 Employment- Not INV Related- At Columbus, OH- Start date 06/30/2021- 12 Hours Per Month- 12 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-04
  • S66 Uniform Combined State Law Examination
    2023-08-04
Other Names
  • Jennifer Mckimmins
  • Jennifer Hamilton

View on SEC IAPD

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