Best Investors Account Sign in

Jordan Michael Palmer

LPl Financial LLC

Orem, UT

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-17
UT RA APPROVED 2025-05-15
  • TX RA
    APPROVED_RES
    Since 2026-07-17
  • UT RA
    APPROVED
    Since 2025-05-15

Branch Locations

337 N State St, Orem, UT 84057 • 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 No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Llc American Fork UT 10/2016 11/2018
Palmer Book Keeping, Llc South Jordan UT 02/2016 11/2016
Progressive Leasing, Llc Draper UT 03/2016 11/2016
Fidelity Personal And Workplace Advisors American Fork UT 07/2018 11/2018
Mass Mutual Life Insurance Company Lehi UT 02/2019 07/2020
Mml Investors Services Lehi UT 08/2019 07/2020
Pruco Securities, Llc. South Jordan UT 08/2020 05/2022
Prudential Insurance Company Of America South Jordan UT 08/2020 05/2022
Cuso Financial Services, Lp San Diego CA 05/2022 05/2025
Lpl Financial Llc Salt Lake City UT 05/2025 Present
  • 10/2016 → 11/2018
    Fidelity Brokerage Services, Llc
    American Fork, UT
  • 02/2016 → 11/2016
    Palmer Book Keeping, Llc
    South Jordan, UT
  • 03/2016 → 11/2016
    Progressive Leasing, Llc
    Draper, UT
  • 07/2018 → 11/2018
    Fidelity Personal And Workplace Advisors
    American Fork, UT
  • 02/2019 → 07/2020
    Mass Mutual Life Insurance Company
    Lehi, UT
  • 08/2019 → 07/2020
    Mml Investors Services
    Lehi, UT
  • 08/2020 → 05/2022
    South Jordan, UT
  • 08/2020 → 05/2022
    Prudential Insurance Company Of America
    South Jordan, UT
  • 05/2022 → 05/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 05/2025 → Present
    Salt Lake City, UT
Previous Registrations
Other Businesses

1- 05/15/2025 - Deseret First Investment Services - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-30
S63 Uniform Securities Agent State Law Examination 2016-12-19
  • S66 Uniform Combined State Law Examination
    2018-03-30
  • S63 Uniform Securities Agent State Law Examination
    2016-12-19
Other Names
  • Jordan Michael Palmer
  • Jordan M Palmer

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Orem, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor