Gerald Sahog Jamgochian

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

• 03/2006 → Present
  National Planning Corporation
  North Reading, MA
• 11/2017 → Present
  Lpl Financial Llc
  North Reading, MA

Previous Registrations

• 2007-03-05 → 2017-12-06
  National Planning Corporation
  South Windsor, CT
  North Reading, MA
  Los Angeles, CA
• 2005-06-20 → 2006-04-04
  Osaic Fs, Inc.
  North Reading, MA

Other Businesses

1. 11/29/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 100 Hours Per Month/20 Hours During Securities Trading - Owner - LIFE INSURANCE. 2. 11/29/2017 - No Business Name - Not Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date 2000 - 0 Hours Per Month/0 Hours During Securities Trading - Landlord/Owner. 3. 05/13/2019 - GEM Wealth Management - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:05/10/2019 - 40 hrs/mo - 40 hrs during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-11-02
• S63 Uniform Securities Agent State Law Examination
  1983-10-26

Other Names

• Gerlad Sahog Jamgochian