Jennifer Penick Beason

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

• 12/2005 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Adairsville, GA

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Adairsville, GA
  Rockville, MD
  Rockville, MD
• 2013-05-20 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Atlanta, GA
  Adairsville, GA

Other Businesses

1- 05/2025 - Financial Directions - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 02/24/2025- 95 hours per month/ during trading 2- 05/2025 - Financial Directions - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 02/24/2025- 150 hours per month/ 130 hours during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-03-28

Designations

• Chartered Financial Consultant

Other Names

• Jennifer P Beason
• Jennifer Lynn Penick