Janeen Dulcinea Ingram

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

• 02/2009 → 04/2018
  Ameritas Investment Corp
  Lincoln, NE
• 01/2009 → 04/2018
  Cenco-Altmann Affiliates
  Roseville, CA
• 04/2013 → 04/2018
  Smoke Junction Inc.
  Sacramento, CA
• 04/2018 → 05/2025
  Calton & Associates, Inc.
  Folsom, CA
• 05/2025 → Present
  Lpl Financial
  Carson City, NV

Previous Registrations

• 2018-05-01 → 2025-06-02
  Calton & Associates, Inc.
  Folsom, CA
  Tampa, FL
  Carson City, NV
• 2009-03-23 → 2018-05-30
  Ameritas Investment Company, Llc
  Sacramento, CA
  Roseville, CA
  Roseville, CA
• 2008-02-20 → 2008-12-22
  Ast Investment Services, Inc.
  Shelton, CT
• 2004-05-17 → 2005-06-13
  A. G. Edwards & Sons, Inc.
  Sacramento, CA
• 2000-05-01 → 2002-12-09
  Morgan Stanley Dw Inc.
  Sacramento, CA

Other Businesses

1 - 04/2025 - Non Variable Insurance Trails only - Non-Variable Insurance Commission Trails - Inv Related - Sacramento NV - OBA Start Date: 01/15/2015.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-26
• S63 Uniform Securities Agent State Law Examination
  1999-05-18

Other Names

• Janeen Dulcinea Conneau
• Janeen Dulcinea Conneau
• Janeen Dulcinea Conneau