Jedidiah William Barnett

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

• 08/2016 → 08/2018
  Windermere Crest Realty
  Camas, WA
• 07/2021 → 06/2022
  Fisher Investments
  Camas, WA
• 05/2018 → 07/2021
  City Of Vancouver
  Vancouver, WA
• 06/2022 → Present
  Lpl Financial Llc
  Vancouver, WA

Previous Registrations

• 2021-10-25 → 2022-06-14
  Fisher Investments
  Plano, TX
• 2017-03-06 → 2018-02-24
  Barnett Wealth Management Llc.
  Camas, WA

Other Businesses

1)05/31/2022 - Laurus Financial Group, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 10/18/2022 - Manhattan Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 07/12/2022 - 5 Hours Per Month/5 Hours During Securities Trading. 3) 01/09/2023 - Daniel M. Barnett Family Trust - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Trustee - Start Date: 12/27/2022 - 10 Hours Per Month/5 Hours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-04-12
• S65 Uniform Investment Adviser Law Examination
  2021-10-25