Jeff Lee Halloran

Current Employers

Employment History

• 06/2006 → 07/2021
  Waddell & Reed, Inc.
  Grand Island, NE
• 09/2006 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Hastings, NE
• 08/2011 → 07/2021
  Jth Enterprises
  Hastings, NE
• 09/2017 → 07/2021
  J2Rhbk Inc.
  Grand Island, NE
• 06/2020 → 07/2021
  Jjb Enterprises, Llc
  Kearney, NE
• 09/2017 → 07/2021
  Flatwater Wealth, Inc.
  Grand Island, NE
• 04/2021 → 07/2021
  Hastings Public School Foundation
  Hastings, NE
• 07/2021 → Present
  Lpl Financial Llc
  Grand Island, NE

Previous Registrations

• 2006-08-25 → 2021-07-21
  Waddell & Reed
  Savage, MN
  Grand Island, NE

Other Businesses

1) 12/2020 - Business Entity For Tax/Investment Purposes Only / FLATWATER WEALTH INC / Not Investment Related / 2Hrs/Mo / Grand Island, NE 68803 2) 08/2011 - Other / JTH Enterprises, LLC / Not Investment Related / 40Hrs/Mo 0Hrs/Mo During Trading / Hastings, NE 68901 3) 12/2020 - DBA for LPL Business (entity for LPL business) / Flatwater Wealth / Investment Related / Grand Island, NE 68803 4) 06/2020 - Real Estate Rental / JJB Enterprises, LLC / Investment Related / 0Hrs/Mo During Trading / 1719 EAST 46TH STREET PLACE KEARNEY ONE 68847 5) 08/16/2024 - Flatwater Associates - Tax Prep/Accounting/CPA - Partner - Investment Related - At Reported Business Location(s) - Start Date 08/12/2024 - 2 Hours Per Month/ 0 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-08-29
• S65 Uniform Investment Adviser Law Examination
  2006-08-24

Other Names

• Jeff Halloran