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Jed Gunner Blackburn

LPl Financial LLC

Shreveport, LA

CRD 3160031

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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

AuthorityCategoryStatusDate
LA RA APPROVED 2021-07-19
  • LA RA
    APPROVED
    Since 2021-07-19

Branch Locations

444 E Bert Kouns Ind Loop, Shreveport, LA 71106 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Shreveport LA 06/2014 Present
Level Four Advisory Services Shreveport LA 07/2014 07/2021
Previous Registrations
  • 2014-07-07 → 2021-06-16
    Shreveport, LA
    Dallas, TX
  • 2009-05-19 → 2014-06-30
    Capital One Financial Advisors Llc
    Melville, NY
Other Businesses

1. 6/26/2014: SUNRISE RETIREMENT & FINANCIAL CONSULTANTS - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) 2. 10/20/2021 - Sunrise Center LLC - Not Investment Related - At Reported Business Location(s) - Other-Business owner - Started 07/15/2016 - 1 Hour Per Month During Securities Trading. 3. 12/07/2021 - Blackburn & Nelson LLC - Investment Related - 444 E Bert Kouns Industrial Loop, Shreveport, LA 71106 - Real Estate Rental - Start Date: 07/01/2016 - 1 Hour Per Month/1 Hour During Securities Trading - Partner in the ownership of a building.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-29
S63 Uniform Securities Agent State Law Examination 1998-12-30
  • S66 Uniform Combined State Law Examination
    2009-04-29
  • S63 Uniform Securities Agent State Law Examination
    1998-12-30

View on SEC IAPD

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