Jennifer Otalora Esler

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

• 08/2006 → 01/2021
  Iberiabank
  Metairie, LA
• 01/2021 → Present
  First Horizon
  Metairie, LA
• 08/2025 → Present
  Lpl Financial Llc
  Metairie, LA

Previous Registrations

• 2022-12-12 → 2025-08-21
  First Horizon Advisors, Inc.
  Metairie, LA

Other Businesses

1. 08/21/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/Trading- Start Date 07/29/2025 2.08/21/2025- First Horizon- Financial Institution Duty- INV Related- At Reported Business Location(s)- Start date 01/28/2022- 160 Hours Per Month- 160 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-12
• S63 Uniform Securities Agent State Law Examination
  2022-10-17

Other Names

• Jen O Esler
• Jennifer Otalora Zintz