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Jeremy J Holstrom

LPl Enterprise, LLC

Roseville, CA

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Current Employers
Lpl Enterprise, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-14
TX RA APPROVED 2024-11-14
  • CA RA
    APPROVED
    Since 2024-11-14
  • TX RA
    APPROVED
    Since 2024-11-14

Branch Locations

2998 Douglas Blvd Suite 200, Roseville, CA 95661 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ascendiant Capital Markets, Llc Irvine CA 03/2011 10/2019
Edward Jones St Louis MO 11/2019 06/2023
Pruco Securities, Llc Walnut Creek CA 06/2023 11/2024
The Prudential Insurance Company Of America Walnut Creek CA 06/2023 Present
Lpl Enterprise, Llc Redding CA 11/2024 Present
  • 03/2011 → 10/2019
    Ascendiant Capital Markets, Llc
    Irvine, CA
  • 11/2019 → 06/2023
    Edward Jones
    St Louis, MO
  • 06/2023 → 11/2024
    Pruco Securities, Llc
    Walnut Creek, CA
  • 06/2023 → Present
    The Prudential Insurance Company Of America
    Walnut Creek, CA
  • 11/2024 → Present
    Lpl Enterprise, Llc
    Redding, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-13
S63 Uniform Securities Agent State Law Examination 2009-12-19
  • S66 Uniform Combined State Law Examination
    2019-12-13
  • S63 Uniform Securities Agent State Law Examination
    2009-12-19
Other Names
  • Jeremy James Holstrom

View on SEC IAPD

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MUTUAL ADVISORS, LLC · Roseville, CA
DCA FAMILY OFFICE, LLC · Roseville, CA
COMMONWEALTH FINANCIAL NETWORK · Roseville, CA
EDWARD JONES · ROSEVILLE, CA
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