Jeffrey Neil Feinberg

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

• 12/2010 → 11/2016
  Wells Fargo Advisors Llc
  Medford, OR
• 11/2016 → 06/2022
  Wells Fargo Clearing Services, Llc
  Medford, OR
• 06/2022 → Present
  Lpl Financial Llc
  Ashland, OR
• 07/2022 → 03/2024
  "A" Street Financial Advisors, Inc.
  Ashland, OR

Previous Registrations

• 2022-07-13 → 2024-03-22
  "A" Street Financial Advisors, Inc.
  Ashland, OR
• 2010-12-06 → 2022-07-11
  Wells Fargo Clearing Services, Llc
  Medford, OR
  Ashland, OR
• 2009-06-01 → 2010-12-17
  Morgan Stanley
  Medford, OR
  Ashland, OR
  Medford, OR
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Medford, OR
• 2006-06-19 → 2007-04-02
  Morgan Stanley Dw Inc.
  Medford, OR
• 1998-06-29 → 2006-06-22
  Piper Sandler & Co.
  Medford, OR
  Medford, OR
  Portland, OR

Other Businesses

1. 06/30/2022 - A Street Financial Advisors, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Financial Professional - Start Date - 06/17/2022

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-12-24
• S63 Uniform Securities Agent State Law Examination
  1987-11-04

Other Names

• Jeff Feinberg