Joseph Jardine

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:

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2024-10-10

MI RA
APPROVED

Since 2024-10-10

Branch Locations

Johannesburg, MI • United States

One Heritage Pl Ste 510, Southgate, MI 48195 • 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

Organization	City	State	From	To
Self Employed	Johannesburg	MI	01/2022	05/2024
Relax On The Beach	Gulf Shores	AL	01/2018	01/2022
Trump International - Rick Smith Golf Performance Center	Doral	FL	01/2016	01/2018
Lpl Financial Llc	Johannesburg	MI	08/2024	Present

01/2022 → 05/2024

Self Employed

Johannesburg, MI
01/2018 → 01/2022

Relax On The Beach

Gulf Shores, AL
01/2016 → 01/2018

Trump International - Rick Smith Golf Performance Center

Doral, FL
08/2024 → Present

Lpl Financial Llc

Johannesburg, MI

Other Businesses

1. 12/27/2024- Cousino Wealth Advisors- DBA for LPL Business (entity for LPL business)-INV Related- At Reported Business Location(s)- Start date 05/29/2024- 160 Hours Per Month- 140 Hours During Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-07-10

S66 Uniform Combined State Law Examination

2024-07-10

View on SEC IAPD