Jessie Leigh Morotto

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

• 01/2014 → 04/2017
  Philip Prata Agency
  Middletown, CT
• 02/2014 → 01/2017
  American Income Life
  Middletown, CT
• 04/2017 → 07/2017
  Brian Skinner- Waddell & Reed
  Hamden, CT
• 07/2017 → Present
  Waddell & Reed, Inc
  Milford, CT
• 07/2017 → Present
  Various Insurance Carriers For W&R Insurance Agencies
  Wallingford, CT
• 08/2014 → Present
  Philip Prata Agency
  Middletown, CT
• 04/2017 → 07/2017
  Brian Skinner-Waddell & Reed
  Hamden, CT
• 03/2018 → Present
  Brian Skinner
  Hamden, CT
• 04/2017 → Present
  Brian Skinner And Associates, Llc.
  Hamden, CT
• 07/2021 → Present
  Lpl Financial Llc
  Milford, CT

Previous Registrations

• 2018-03-12 → 2021-07-21
  Waddell & Reed
  Hamden, CT
  Milford, CT

Other Businesses

1) 4/7/2017 - Brian Skinner and Associates / Business Entity For Tax/Investment Purposes Only / Investment Related / 0 HR / 0 MO / 2319 Whitney Ave Suite 5a, Hamden 2) 03/15/2022 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other - Public Notary - Public Notary - Start Date - 01/01/2022 - 2 Hours Per Month/2 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-11

Other Names

• Jessie Morotto
• Jessie Leigh Morotto