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Jessica Lynn Powell

LPl Financial LLC

Rochester, MI

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-01-08
  • MI RA
    APPROVED
    Since 2023-01-08

Branch Locations

414 East Street, Rochester, MI 48307 • 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
Aquest Tax Solutions Rochester MI 12/2024 Present
Stonebridge Financial Partners, Llc. Bingham Farms MI 01/2019 09/2022
Lifetime Money Management, Llc. Auburn Hills MI 03/2017 12/2018
Bath And Body Works Clinton Township MI 10/2019 04/2022
City Of Sterling Heights Sterling Heights MI 09/2014 05/2018
Gander Mountain Utica MI 05/2016 03/2017
City Of Sterling Heights Sterling Heights MI 04/2016 09/2016
Cwm, Dba Carson Partners Auburn Hills MI 01/2019 09/2022
Cetera Advisor Networks, Llc El Segundo CA 03/2020 09/2022
Oakland University Rochester MI 09/2015 09/2019
Lpl Financial Rochester MI 10/2022 Present
Aquest Wealth Strategies Rochester MI 09/2022 Present
  • 12/2024 → Present
    Aquest Tax Solutions
    Rochester, MI
  • 01/2019 → 09/2022
    Stonebridge Financial Partners, Llc.
    Bingham Farms, MI
  • 03/2017 → 12/2018
    Lifetime Money Management, Llc.
    Auburn Hills, MI
  • 10/2019 → 04/2022
    Bath And Body Works
    Clinton Township, MI
  • 09/2014 → 05/2018
    City Of Sterling Heights
    Sterling Heights, MI
  • 05/2016 → 03/2017
    Gander Mountain
    Utica, MI
  • 04/2016 → 09/2016
    City Of Sterling Heights
    Sterling Heights, MI
  • 01/2019 → 09/2022
    Cwm, Dba Carson Partners
    Auburn Hills, MI
  • 03/2020 → 09/2022
    Cetera Advisor Networks, Llc
    El Segundo, CA
  • 09/2015 → 09/2019
    Oakland University
    Rochester, MI
  • 10/2022 → Present
    Lpl Financial
    Rochester, MI
  • 09/2022 → Present
    Aquest Wealth Strategies
    Rochester, MI
Other Businesses

1.10/31/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Aquest Wealth Strategies; Investment Related; at Reported Business Location(s); Start Date 09/12/2022; hrs/mth; hrs during trading 2.12/19/2024; AQuest Tax Solutions; Tax Prep/Accounting/CPA; Investment Related; 414 East Street Rochester,MI; Start Date 12/02/2024; 40hrs/mth; 0hrs during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-06
  • S66 Uniform Combined State Law Examination
    2023-01-06
Other Names
  • Jessica Lynn Schultz

View on SEC IAPD

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