Jack Martin Leader

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

• 05/2004 → Present
  Lpl Financial Llc (F/K/A Linsco/Private Ledger Corp.)
  Waltham, MA

Other Businesses

(1) 05/24/2004 - NON-VARIABLE INSURANCE - SELL LIFE, GROUP/IND.HEALTH, DISABILITY, LTC, FIXED ANNUITIES - WALTHAM, MA (2) 05/17/2004 - DBA ONLY - BAY FINANCIAL ASSOCIATES, LLC - WALTHAM, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-08
• S63 Uniform Securities Agent State Law Examination
  1986-07-15

Other Names

• Jack M Leader