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Jordan L Smith

LPl Financial LLC

North Bethesda, MD

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-10-17
  • MD RA
    APPROVED
    Since 2024-10-17

Branch Locations

909 Rose Ave Ste 400, North Bethesda, MD 20852 • 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
Edward Jones St Louis MO 03/2018 10/2024
Unemployed Hyattsville MD 11/2017 03/2018
Urban Teacher Center, Inc Baltimore MD 09/2015 11/2017
Lpl Financial, Llc Rockville MD 10/2024 Present
  • 03/2018 → 10/2024
    Edward Jones
    St Louis, MO
  • 11/2017 → 03/2018
    Unemployed
    Hyattsville, MD
  • 09/2015 → 11/2017
    Urban Teacher Center, Inc
    Baltimore, MD
  • 10/2024 → Present
    Lpl Financial, Llc
    Rockville, MD
Previous Registrations
  • 2018-05-14 → 2024-10-18
    Edward Jones
    Hyattsville, MD
    Bethesda, MD
    Hyattsville, MD
    St Louis, MO
    Silver Spring, MD
Other Businesses

1. 08/22/2024- New Mountain Wealth Management- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 08/22/2024- Non-Variable Insurance- MD 20852- 4 hrs per mnth- 1 hr during trading- Start Date 09/30/2024

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-11
  • S66 Uniform Combined State Law Examination
    2018-05-11
Designations
Other Names
  • Jordan Levi Smith

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GLASSMAN WEALTH SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
PROFIT INVESTMENTS
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
ORTMAN FINANCIAL PLANNING

Other Investors

Brian SCOTT Ewers
STACEE BAIN CRITTENDEN
SYED ABDUL RUMIN
Matthew EVERETT Bosley
Craig ARGENT Dell
DIEGO J DOMINGUEZ
Grant Patrick Furnary
Carson Knight

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NORTH BETHESDA, MD
GLASSMAN WEALTH SERVICES, LLC · NORTH BETHESDA, MD
CETERA INVESTMENT ADVISERS LLC · North Bethesda, MD
GLASSMAN WEALTH SERVICES, LLC · BETHESDA, MD
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · North Bethesda, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
AMERIPRISE FINANCIAL SERVICES, LLC · ROCKVILLE, MD
EDWARD JONES · Rockville, MD

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