Jerry Dale Reder

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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-06-17
WA	RA	APPROVED	2003-12-03

TX RA
APPROVED_RES

Since 2023-06-17
WA RA
APPROVED

Since 2003-12-03

Branch Locations

201 Ne Park Plaza Dr., Ste 150, Vancouver, WA 98684-5873 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Linsco Private Ledger Corp.	Vancouver	WA	12/2003	Present
Laurus Financial Group, Llc	Vancouver	WA	08/2005	Present

12/2003 → Present

Linsco Private Ledger Corp.

Vancouver, WA
08/2005 → Present

Laurus Financial Group, Llc

Vancouver, WA

Previous Registrations

2005-08-18 → 2007-10-16

Laurus Wealth Management

Vancouver, WA
1999-08-23 → 2003-12-05

Veravest Investment Advisors, Inc.

Lake Oswego, OR

Other Businesses

1. 02/23/04 - OUTSIDE SALES OF NON-VARIABLE INSURANCE 2. 01/07/08 - DBA LAURUS FINANCIAL GROUP LLC. 3. 01/22/2013: 01/22/2013 / REDER FINANCIAL INC. / VANCOUVER, WA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-06-12
S63	Uniform Securities Agent State Law Examination	1990-10-31

S65 Uniform Investment Adviser Law Examination

1997-06-12
S63 Uniform Securities Agent State Law Examination

1990-10-31

View on SEC IAPD