Jairo Servin

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

• 10/2022 → 01/2025
  Charles Schwab & Co., Inc.
  Stockton, CA
• 10/2022 → 01/2025
  Charles Schwab Bank, Ssb
  Stockton, CA
• 02/2019 → 10/2022
  Bank Of America Corporation
  Manteca, CA
• 12/2017 → 12/2020
  Texas Roadhouse
  Modesto, CA
• 09/2017 → 10/2017
  Telecontact Resource Services
  Riverbank, CA
• 07/2017 → 09/2017
  Unemployed
  Oakdale, CA
• 05/2017 → 05/2022
  La Morada Produce
  Stockton, CA
• 01/2017 → 05/2017
  American Pallet
  Oakdale, CA
• 09/2016 → 11/2016
  Deruosi Nut Co.
  Escalon, CA
• 04/2016 → 09/2016
  Petes Restaurant And Brewhouse
  Manteca, CA
• 10/2017 → 12/2017
  Unemployed
  Oakdale, CA
• 11/2016 → 12/2016
  Unemployed
  Oakdale, CA
• 01/2025 → 06/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Modesto, CA
• 01/2016 → 05/2021
  Modesto Junior College
  Modesto, CA
• 06/2017 → 07/2017
  Labor Max Staffing
  Salida, CA
• 02/2025 → 06/2026
  Bank Of America, N.A.
  Modesto, CA
• 08/2026 → Present
  Bmo Bank Na
  Modesto, CA
• 08/2026 → Present
  Lpl Financial Llc
  Modesto, CA

Previous Registrations

• 2025-02-10 → 2026-06-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Modesto, CA
  Modesto, CA
  Hayward, CA
  San Jose, CA
  San Jose, CA
• 2023-07-29 → 2025-01-31
  Charles Schwab & Co., Inc.
  Stockton, CA

Other Businesses

1. “Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO Investment Services - Inv Rel - At Reported Business Location (s) - 08/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-28
• S63 Uniform Securities Agent State Law Examination
  2023-06-23