Jill D Pedicord Peterson

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

• 05/2011 → Present
  Bmo Bank Na
  Denver, CO
• 07/2011 → 07/2023
  Banwest Investment Services
  Denver, CO
• 07/2023 → Present
  Lpl Financial Llc
  Denver, CO

Previous Registrations

• 2012-04-26 → 2023-07-19
  Bancwest Investment Services, Inc.
  Denver, CO
  Centennial, CO
  Greenwood Village, CO
  Denver, CO
  Denver, CO
  Englewood, CO
  Thornton, CO
  Denver, CO
  Denver, CO
  Centennial, CO
  Boulder, CO
  Louisville, CO
  Niwot, CO

Other Businesses

1. 06/21/2023 - Plamor Investment Company LLLP - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date 1/1/2000 2. 06/21/2023 - BMO Bank NA - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Advisor - Start Date 07/19/2023 3. 06/21/2023 - 3-P's LLC - Not Investment Related - Home Based - Business entity - Start Date 4/1/2013 4. 06/21/2023 - Pedicord Mineral LLC - Not Investment Related - Home Based - Business Owner - Owner - Start Date 4/1/2018 5. 02/21/2024 - BMO Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s)

Exams

• S66 Uniform Combined State Law Examination
  2012-04-25
• S63 Uniform Securities Agent State Law Examination
  2009-08-11

Other Names

• Jill D Pedicord Peterson
• Jill D Pedicord