Jill Whitney Bingaman

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 02/2022 → 11/2024
  Pruco Securities Llc
  Lebanon, PA
• 11/2016 → Present
  Kleinfelter Financial Associates
  Lebanon, PA
• 08/2014 → 11/2016
  Pennsylvania Counseling Services
  Lancaster, PA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Lebanon, PA

Previous Registrations

• 2024-02-23 → 2024-11-14
  Pruco Securities, Llc.
  Lebanon, PA

Other Businesses

1) 10/08/2024- Kleinfelter Financial Associates- administrative duties such as processing payroll, processing payroll taxes, employee management, & lead vendor management- Outside/W-2 Employment- INV Related- Lebanon, PA- Start Date 11/01/2016- 90hrs/mth- 80hrs during trading 2) 12/11/2025-Kleinfelter Financial Associates-Advisor-Property and Casualty-Inv Related-At Lebanon, PA-Start date 11/20/2024-10hrs.mth-8hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2023-03-04

Other Names

• Jill Whitney Kleinfelter