Jason Murtagh

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 03/2008 → 08/2019
  Tarrytown Police Dept
  Tarrytown, NY
• 09/2017 → Present
  Town Of Fishkill Police
  Fishkill, NY
• 08/2020 → Present
  Dutchess Community College
  Poughkeepsie, NY
• 09/2019 → 11/2025
  Allied Security
  Elmsford, NY
• 09/2022 → 01/2026
  New York Life Insurance
  Latham, NY
• 09/2022 → 01/2026
  Nylife Securities Llc
  Latham, NY
• 01/2026 → Present
  Lpl Enterprise Llc
  Poughquag, NY

Other Businesses

1. 12/23/2025 - Town of Fishkill Police - Outside/W-2 Employment - Fishkill NY - Not investment related - start date: 09/06/2017 - 40 Hrs/Mth - 00 Hrs During Trading 2. 12/23/2025 - dutchess community college - Teacher Paid by School or University - Poughkeepsie NY - Not investment related - start date: 08/24/2020 - 08 Hrs/Mth - 00 Hrs During Trading 3. 12/23/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Poughquag NY - investment related - start date: 10/31/2025 - 160 Hrs/Mth - 160 Hrs During Trading 4. 12/23/2025 - Jason Murtagh N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Poughquag NY - investment related - start date: 10/31/2025 - 160 Hrs/Mth - 160 Hrs During Trading

Exams

• S66 Uniform Combined State Law Examination
  2025-12-19
• S63 Uniform Securities Agent State Law Examination
  2023-05-25