Jerry Wayne Christian

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

• 10/1983 → 04/2020
  Self-Employed
  Columbia, MO
• 05/1988 → Present
  Nicklas Financial
  Jefferson City, MO
• 10/2005 → 04/2020
  Securities America Inc.
  Jefferson City, MO
• 10/2005 → 04/2020
  Securities America Advisor Inc.
  Jefferson City, MO
• 04/2020 → Present
  Lpl Financial Llc
  Jefferson City, MO

Previous Registrations

• 2005-10-06 → 2020-04-30
  Securities America Advisors, Inc.
  Jefferson City, MO
• 2005-08-01 → 2005-10-04
  Walnut Street Advisers Inc
  Jefferson City, MO

Other Businesses

1) 04/13/2020 - Nicklas Financial - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2)04/13/2020 - Real Estate Rental - Owner - inv rel - San Fernando, CA - start: 12/2017

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-06-06

Designations

• Certified Financial Planner