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Jeffrey Paul Mattonelli

LPl Financial LLC

Princeton, NJ

Palm Beach Gardens, FL

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-25
TX RA APPROVED 2024-06-18
NJ RA APPROVED 2024-05-16
  • FL RA
    APPROVED
    Since 2025-03-25
  • TX RA
    APPROVED
    Since 2024-06-18
  • NJ RA
    APPROVED
    Since 2024-05-16

Branch Locations

281 Witherspoon St Ste 220, Princeton, NJ 08540 • United States

3801 Pga Blvd Suite 102, Palm Beach Gardens, FL 33410 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Cherry Hill NJ 01/2018 06/2019
Lincoln Financial Advisors Cherry Hill NJ 01/2017 01/2018
The College Of New Jersey Ewing NJ 08/2013 12/2017
Lpl Financial Princeton NJ 06/2019 Present
Van Leeuwen & Company, Llc Princeton NJ 06/2019 Present
  • 01/2018 → 06/2019
    Lincoln Financial Advisors
    Cherry Hill, NJ
  • 01/2017 → 01/2018
    Lincoln Financial Advisors
    Cherry Hill, NJ
  • 08/2013 → 12/2017
    The College Of New Jersey
    Ewing, NJ
  • 06/2019 → Present
    Lpl Financial
    Princeton, NJ
  • 06/2019 → Present
    Van Leeuwen & Company, Llc
    Princeton, NJ
Previous Registrations
  • 2019-08-23 → 2024-06-28
    Van Leeuwen & Company, Llc
    Princeton, NJ
  • 2019-03-13 → 2019-06-04
    Osaic Fa, Inc.
    Cherry Hill, NJ
Other Businesses

1. LPL Financial, start date 08/07/19, investment related, Registered Representative, 160 hours/month, 160 hours during market hours, Princeton, NJ

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-04
  • S66 Uniform Combined State Law Examination
    2019-03-04
Designations

View on SEC IAPD

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DUANE THOMAS LIEDL
MANUEL DAVID SEIDNER
RICHARD DALE WOLFE
MICHAEL JON HEILBRONN
ANGELA MARIE LIBRIZZI

Other Offices

BLACKROCK INVESTMENT MANAGEMENT, LLC · PRINCETON, NJ
SONGBIRD CAPITAL, LLC · PRINCETON, NJ
J.P. MORGAN SECURITIES LLC · Princeton, NJ
SYSTEMATIC ALPHA INVESTMENTS, LLC · PRINCETON, NJ
PNC WEALTH MANAGEMENT LLC · PRINCETON, NJ
RBC CAPITAL MARKETS, LLC · Princeton, NJ
WATERMARK GROUP, INC. · PRINCETON, NJ
PRINCETON EQUITY GROUP · PRINCETON, NJ

More in Princeton, NJ

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