Jeffery Lowell Whitaker

Current Employers

Employment History

• 08/1980 → 07/2021
  Waddell & Reed, Inc.
  Minden, NV
• 06/1980 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies, Inc
  Gardnerville, NV
• 02/2005 → 07/2021
  Whitaker Family Investment Company, Llc
  Gardnerville, NV
• 01/2002 → 01/2019
  Cna Life Insurance
  Gardnerville, NV
• 01/1979 → 07/2021
  Transamerica Life Insurance
  Gardnerville, NV
• 01/2012 → 02/2018
  Nevada Area Council Boy Scouts Of America
  Reno, NV
• 07/2012 → 07/2021
  The Church Of Jesus Christ Of Latter Day Saints
  Gardnerville, NV
• 01/2016 → 07/2021
  Jackson & Whitaker Inc
  Minden, NV
• 02/2013 → 07/2021
  Skylane Aviation
  Gardnerville, NV
• 07/2018 → 07/2021
  Sports Aviation Foundation
  Minden, NV
• 07/2018 → 07/2021
  Nv Area Council Bsa
  Reno, NV
• 07/2021 → Present
  Lpl Financial Llc
  Minden, NV

Previous Registrations

• 1994-03-09 → 2021-07-28
  Waddell & Reed
  Reno, NV
  Minden, NV
  Minden, NV
  Seattle, WA
  Overland Park, KS

Other Businesses

1) 06/21/2021 - Insurance Agency-Non-Variable Insurance / Jeff L Whitaker / Investment Related / Gardnerville NV 89460 - Start date: 1980 - 0Hrs/Mo 2) 06/21/2021 - DBA for LPL Business (entity for LPL business) / Jackson and Whitaker, Inc. / Investment Related / Minden, NV 89423 - Start date: 01/01/2016 - 1Hr/mnth 3. 08/20/2025 - The Whitaker Family Investment Company., LLC - Other - Business Entity for Tax/Investment purpose - Home Based - Not Inv Rel - Start date: 01/02/2023 - 6Hrs/mnth 0 hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-22
• S63 Uniform Securities Agent State Law Examination
  1980-08-22

Designations

Other Names

• Jeff Whitaker