Geary Martin Jerde

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

• 12/1991 → Present
  Lpl Financial, Llc
  Hayden Lake, ID

Other Businesses

1. 6/22/2007 - NO BUSINESS NAME - NOTARY - NOT INV. REL. - AT REPORTED BUSINESS LOCATION(S) - IDAHO NOTARY PUBLIC -- IN ORDER TO NOTARIZE AS A FREE SERVICE TO ONLY OUR CLIENTS. - 1% TIME SPENT 2. 3/16/2009 - INVESTORS CAPITAL MANAGEMENT, INC. - Business Entity For Tax/Investment Purposes Only - INV. REL. - AT REPORTED BUSINESS LOCATION(S) - CHANGING DBA FROM MARKETING TO TAX PURPOSES ONLY --WILL NOT USE FOR MARKETING TO THE PUBLIC. - NO TIME SPENT 3. 6/21/2019 - TC DEVELOPMENTS LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 06/17/2019 - 2 Hours Per Month/0 Hours During Securities Trading - Bookkeeping for son and his 1 business. 4. 6/21/2019 - CJ2 PROPERTY CONSULTANT LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 06/17/2019 - 2 Hours Per Month/0 Hours During Securities Trading - Bookkeeping for family members only. 5. 04/26/2024 - Jerde Properties LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 12/21/2021 - 0 Hours Per Month/ During Trading 6. 04/26/2024 - Other - Notary Public - State of Idaho - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 03/04/2024 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-10-03
• S63 Uniform Securities Agent State Law Examination
  1983-11-01

Designations

• Certified Financial Planner