Jon Mark Massey

Current Employers

Employment History

• 01/2016 → 07/2025
  Lpl Financial, Llc
  Corona, CA
• 01/2016 → 11/2016
  Wealthplan Partners
  Omaha, NE
• 10/2016 → Present
  Mariner Independent Advisor Network, Llc
  Corona, CA
• 07/2025 → Present
  Osaic Wealth, Inc
  Corona, CA

Previous Registrations

• 2016-11-01 → 2025-08-06
  Mariner Advisor Network
  Corona, CA
  Corona, CA
• 2021-08-25 → 2025-07-30
  Lpl Financial Llc
  Corona, CA
• 2016-02-02 → 2016-11-11
  Wealthplan Partners
  Corona, CA
  Omaha, NE
• 2006-01-17 → 2016-02-02
  National Planning Corporation
  Corona, CA
  Corona, CA

Other Businesses

1) 08/10/2016: Providence Professional Insurance Services At Reported Business Location(s) - Insurance Agency - POSITION: President NATURE: Providence Professional Insurance Services is a fictitious business name owned by Plan With Providence, LLC and licensed to transact insurance in the State of California. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 ADDRESS: 1295 Corona Pointe Ct, Ste 101, Corona CA 92879, United States DESCRIPTION: Providence Professional Insurance Services, operating under Plan With Providence, LLC is in the business of transacting life and disability insurance policies for its clientele. I oversee the operation. 2) Providence Wealth Planning At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/21/2021 - 224 Hours Per Month/8 Hours During Securities Trading. POSITION: President NATURE: LLC INVESTMENT RELATED: Yes ADDRESS: 1295 Corona Pointe Ct, Ste 101, Corona CA 92879, United States DESCRIPTION: Providence Wealth Planning is a fictitious business name owned and registered by Plan With Providence, LLC. We utilize this as it contains the name of our firm. It is wholly owned by Plan With Providence, LLC. 3) 09/15/2022 - Plan With Providence, LLC. -At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 06/21/2021 - 224 Hours Per Month/8 Hours During Securities Trading POSITION: President NATURE: LLC INVESTMENT RELATED: No ADDRESS: 1295 Corona Pointe Ct, Ste 101, Corona CA 92879, United States DESCRIPTION: Plan With Providence, LLC is an administrative firm. We operate to support our financial advisors at our firm, providing them with administrative and payroll support. I am the President of the company and oversee the operation. I supervise all personnel and make decisions on hiring and firing. 4) Mariner Independent Advisor Network - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 03/31/2023 - 160 Hours Per Month/ 160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Mariner Independent Advisor Network LLC, an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 5) J.M. Massey Financial Coaching, LLC At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 01/05/2023 POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 ADDRESS: 24501 Sunset Vista Drive, Corona CA 92883, United States DESCRIPTION: This is a business wholly owned by me that provides administrative services to Plan With Providence, LLC, to service my advisory clients held at the broker-dealer. 6) LAMB'S FELLOWSHIP CHURCH BOARD OF DIRECTORS POSITION: Board Member NATURE: This is a church, organized as a non-profit organization. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2025 ADDRESS: 21901 Railroad Canyon Road, Lake Elsinore CA 92532, United States DESCRIPTION: As a board member of the church, I attend regular monthly meetings, voting on a variety of issues and providing my guidance as needed.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-10-01

Designations

Other Names

• Mark Massey
• J. Mark Massey