Jeffrey David Schreiber

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

• 05/2013 → 05/2017
  Mass Mutual Financial Group
  Springfield, MA
• 11/2014 → 05/2017
  Mml Distributors, Llc
  Enfield, CT
• 06/2018 → 04/2023
  The Retirement Advantage
  Port Washington, WI
• 04/2023 → 08/2024
  Prime Pensions, Inc.
  Florham Park, NJ
• 10/2023 → 06/2024
  Barrett Capital Partners
  Weymouth, MA
• 04/2025 → Present
  Lpl Financial Llc
  Pembroke, MA
• 05/2017 → 06/2018
  Student
  Pembroke, MA
• 08/2024 → 04/2025
  Student
  Pembroke, MA

Previous Registrations

• 2023-11-15 → 2024-08-30
  Barrett Capital Partners
  Weymouth, MA

Other Businesses

1) 03/2025 - Palm Properties LLC / Real Estate Rental / Inv Related / Kissimmee, FL 34747 / Start date 04/17/2017 2) 03/2025 - Notary Public (State of Ohio) / Notary Public / Inv Related / Pembroke, MA 02359 / Start date 05/20/1987 3) 03/2025 - Opus Capital Management LLC / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 Hrs per month - 100% Time Spent

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-03-05

Designations

• Chartered Financial Consultant