Jason Meksch

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

• 10/2010 → 01/2017
  Charter Communications
  6501 S. Fiddlers Green, CO
• 02/2017 → 01/2020
  Farm Bureau Financial Serv
  Cheyenne, WY
• 02/2017 → 01/2020
  Fbl Marketing Serv
  West Des Moines, IA
• 02/2020 → Present
  Jh Meksch Financial Servcies, Inc
  Wellington, CO
• 02/2020 → 05/2024
  Allstate Insurance Company
  Wellington, CO
• 06/2019 → Present
  Emunah Homes, Llc
  Wellington, CO
• 05/2024 → Present
  Lpl Financial Llc
  Roseburg, OR

Previous Registrations

• 2020-05-05 → 2024-05-31
  Allstate Financial Advisors, Llc
  Fort Collins, CO
  Johnstown, CO
  Fort Collins, CO
• 2018-08-19 → 2020-02-07
  Fbl Wealth Management, Llc
  West Des Moines, IA
• 2018-04-11 → 2018-08-17
  Equitrust Investment Management Services, Inc.
  West Des Moines, IA

Other Businesses

1) 05/29/2024 - Summit Financial Planning & Investments - DBA for LPL Business (entity for LPL business) - Investment Related 2) 05/29/2024 - EMUNAH HOMES, LLC - Business Entity For Tax/Investment Purposes Only - Wellington CO 80549 - Strictly a holding company for my commercial property I own. Not held out to the public. 3) 05/29/2024 - JH Meksch Financial Services - Business Entity For Tax/Investment Purposes Only - Wellington, CO 89549 - 160 hrs/mth 4) 05/29/2024 - EMUNAH HOMES LLC - Real Estate Rental - Owner - Johnston, CO 80534 - 1 hr/mth - Investment Related -

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-11
• S63 Uniform Securities Agent State Law Examination
  2016-12-20

Designations

• Certified Financial Planner

Other Names

• Jason Len Meksch