Jeffrey Jon Sartorius

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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 (Formerly: Linsco/Private Ledger Corp.)
  Plainview, NY
• 09/2017 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Other Businesses

1. 06/10/04 - OUTSIDE SALES OF NON-VARIABLE INSURANCE. 2. 5/23/2017 - DFS Associates Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/85 - 5 Hours Per Month During Securities Trading. 3. 6/14/2017 - Diversified Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/17 - 160 Hours Per Month During Securities Trading. 4. 1/3/2019 - Private Advisor Group, LLC - DBA: (Hybrid) Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 09/25/2017 - 120 Hours Per Month/45 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 1/3/2019. I expect to spend approximately 120 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 06/25/2019 - Private Advisor Group, LLC - DBA:(Hybrid) DFS Associates Inc. - Investment related - At reported business location(s) - Registered Investment Advisor DBA - start date:06/17/2019 - 80 hrs/mo - 70 hrs during trading. 6. 01/08/2024 - DFS Advisor Group, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 07/31/2023 - 5 Hours Per Month/ During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-10-05

Designations

• Certified Financial Planner