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Paul Douglas Jetter

LPl Financial LLC

Holmdel, NJ

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-17
  • NJ RA
    APPROVED
    Since 2025-03-17

Branch Locations

960 Holmdel Rd. Bldg 2 Fl 1, Holmdel, NJ 07733 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Holmdel NJ 03/2014 Present
Private Portfolio Partners, Llc Holmdel NJ 04/2016 03/2025
  • 03/2014 → Present
    Holmdel, NJ
  • 04/2016 → 03/2025
    Private Portfolio Partners, Llc
    Holmdel, NJ
Previous Registrations
  • 2016-04-07 → 2025-04-08
    Private Portfolio Partners, Llc
    Holmdel, NJ
    Paramus, NJ
  • 2014-03-18 → 2016-05-02
    Insight Private Advisors, Llc
    Holmdel, NJ
    Bridgewater, NJ
  • 2009-12-11 → 2014-03-18
    New England Securities
    Wall Township, NJ
  • 2006-04-18 → 2009-12-11
    Osaic Fa, Inc.
    Iselin, NJ
Other Businesses

1. 2/10/2015: Insight Private Advisors, LLC - DBA: Archway Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/05/2015 - 160 Hours Per Month/8 Hours During Securities Trading - Provide financial plans and advice for fixed fee. 2. 4/23/2018 - Archway Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/27/2015 - 5 Hours Per Month/1 Hour During Securities Trading. 3. 4/2/2020 - Archway Advisor Services LLC - Not Investment Related - At Reported Business Location(s) - Other-Provides administrative and office service - Started 03/09/2020 - 5 Hours Per Month/1 Hour During Securities Trading. 4. 9/16/2020 - LTCI Partners LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 09/01/2020 - 3 Hours Per Month/0 Hours During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-04-14
S63 Uniform Securities Agent State Law Examination 1988-11-29
  • S65 Uniform Investment Adviser Law Examination
    2006-04-14
  • S63 Uniform Securities Agent State Law Examination
    1988-11-29
Designations
Other Names
  • Paul D Jetter

View on SEC IAPD

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