Jason John Dobrzynski

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

• 12/1998 → 07/2021
  Waddell & Reed, Inc.
  Oak Brook, IL
• 04/1999 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Western Springs, IL
• 01/2007 → 07/2021
  Mary Anne Smrz And Jason Dobrzynski
  Oak Brook, IL
• 01/2011 → 07/2021
  P-Team
  Westmont, IL
• 07/2014 → 07/2017
  Rotary Club Of Western Springs
  Western Springs, IL
• 10/2015 → 07/2019
  Jaromin Cranberry Marsh Llc
  Pittsville, WI
• 10/2019 → 07/2021
  Cms Office Management, Llc
  Western Springs, IL
• 07/2021 → Present
  Lpl Financial Llc
  Oak Brook, IL

Previous Registrations

• 1999-03-15 → 2021-07-21
  Waddell & Reed
  Oak Brook , IL
  Savage, MN
  Oak Brook, IL
  Oak Brook, IL

Other Businesses

1) 2017 - DBA for LPL Business (entity for LPL business) / Corsalus Financial / Investment Related / Oak Brook, IL 60523 2) 01/2011 - Business Entity For Tax/Investment Purposes Only / P-Team Inc / 1% / Not Investment Related / Western Springs, IL 60558 3) 2020 - Business Entity For Tax/Investment Purposes Only / CMS Office Management, LLC / 1% / Not Investment Related / Oak Brook, IL 60523

Exams

• S66 Uniform Combined State Law Examination
  1999-02-24

Designations

• Certified Financial Planner

Other Names

• Jason Dobrzynski