Jeffrey Sean Mcgough

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

• 09/2014 → 10/2018
  Voya Financial Advisors
  Charlottesville, VA
• 10/2018 → Present
  Lpl Financial Llc
  Charlottesville, VA

Previous Registrations

• 2006-05-20 → 2018-10-30
  Voya Financial Advisors, Inc.
  North, VA
  Charleston, WV
  Vienna, VA
  Charlottesville, VA
  Charlottesville, VA
• 2001-07-18 → 2006-05-23
  Raymond James Financial Services, Inc.
  Charlottesville, VA

Other Businesses

1)10/30/18- JM INVESTMENT & RETIREMENT STRATEGIES- DBA for LPL Business (entity for LPL business)- Inv. Related- Charlottesville, VA - 100% 2)10/30/18- Voya Life/John Hancock Life- Non-Variable Insurance Trails Only- Inv Related - Charlottesville, VA - 1hr/mth - 1% 3)10/30/18- AirBNB - Real Estate Rental- Inv. Related- Charlottesville, VA - 15hrs/mth - 5%

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-10-21
• S63 Uniform Securities Agent State Law Examination
  1985-12-23

Other Names

• Jeff Mcgough