Jordan R Lefko

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Cleveland, OH
• 11/2016 → 08/2021
  Wells Fargo Clearing Services, Llc
  Cleveland, OH
• 03/2022 → 12/2022
  Cantella & Co., Inc.
  Malden, MA
• 08/2021 → 03/2022
  Unemployed
  Beachwood, OH
• 12/2022 → 01/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2022 → 01/2023
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2022 → 01/2023
  Cantella & Co., Inc.
  Malden, MA
• 04/2023 → Present
  Lpl Financial
  Beachwood, OH
• 01/2023 → 04/2023
  Unemployed
  Beachwood, OH

Previous Registrations

• 2022-03-04 → 2023-02-14
  Cantella & Co., Inc.
  Beachwood, OH
  Malden, MA
  Malden, MA
  Malden, MA
• 2022-12-09 → 2023-02-08
  Cambridge Investment Research Advisors, Inc.
  Beachwood, OH
• 2003-07-01 → 2021-08-02
  Wells Fargo Clearing Services, Llc
  Coral Gables, FL
  Cleveland, OH
  Cleveland, OH
  Miami, FL
• 1999-09-12 → 2003-07-01
  Prudential Equity Group, Llc
  Cleveland, OH

Other Businesses

1) 4/3/2023- Helene and Jordan Apartments- Real Estate Rental- owner- inv. related- 975 - 981 LYNWOOD AVE. CIRCLEVILLE OH 43113- start date 3/1/1985 - 1hr/mth 2- 09/1988 / RUTH LEFKOVITZ TRUST / Act in a Fiduciary Capacity / INVESTMENT RELATED / BEACHWOOD, OH 3- 04/11/2023 - Start Date 09/1981 / GROSS SCHECHTER DAY SCHOOL / Non-Profit Board Member / NON INVESTMENT RELATED / 30 HRS PER MNTH & 1 TIME SPNT PRCNT / PEPPER PIKE, OH 4- 12/1988 / MENORAH PARK HOME FOR AGED / Non-Profit Board Member / NON INVESTMENT RELATED / 1 HRS PER MNTH & 1 TIME SPNT PRCNT / BEACHWOOD, OH 5- 04/11/2023 - Start Date 09/1988 / BEN LEFKOVITZ TRUST DECEASED / Act in a Fiduciary Capacity / INVESTMENT RELATED / 10 HRS PER MNTH & 10 TIME SPNT PRCNT / BEACHWOOD, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-13
• S63 Uniform Securities Agent State Law Examination
  1986-09-25

Other Names

• Jordan R Lefko
• Jordan Rothman Lefko