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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-11-13
TX RA APPROVED 2023-11-10
  • NJ RA
    APPROVED
    Since 2023-11-13
  • TX RA
    APPROVED
    Since 2023-11-10

Branch Locations

1000 Atrium Way, Suite 401, Mt. Laurel, NJ 08054 • United States

Delran, NJ • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 06/2017 01/2018
Gannett Cherry Hill NJ 09/2016 06/2017
Unemployed Delran NJ 06/2016 09/2016
Morgan Stanley Mount Laurel NJ 07/2018 12/2018
Unemployed Mount Laurel NJ 01/2018 07/2018
Morgan Stanley Private Bank, N.A. New York NY 10/2018 11/2023
Morgan Stanley Mount Laurel NJ 10/2019 11/2023
Lpl Financial, Llc Mount Laurel NJ 11/2023 Present
Morgan Stanley Private Bank, N.A New York NY 10/2019 Present
  • 06/2017 → 01/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Mount Laurel, NJ
  • 09/2016 → 06/2017
    Gannett
    Cherry Hill, NJ
  • 06/2016 → 09/2016
    Unemployed
    Delran, NJ
  • 07/2018 → 12/2018
    Mount Laurel, NJ
  • 01/2018 → 07/2018
    Unemployed
    Mount Laurel, NJ
  • 10/2018 → 11/2023
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 10/2019 → 11/2023
    Mount Laurel, NJ
  • 11/2023 → Present
    Mount Laurel, NJ
  • 10/2019 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Other Businesses

1)11/01/2023 - Momentum Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 11/2023 - 160 Hr/Mth 2)04/16/2024 - Capri Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 4/2/2024 - 160 Hrs/Mo During Trading. 3) 03/05/2025 - Momentum Wealth Partners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:02/28/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 4) 03/18/2025 - Jett Wealth Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/10/2025 - 160 Hrs/Mth - 6 Hrs During Trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-07-22
S65 Uniform Investment Adviser Law Examination 2019-07-11
  • S63 Uniform Securities Agent State Law Examination
    2019-07-22
  • S65 Uniform Investment Adviser Law Examination
    2019-07-11
Other Names
  • Michael Jett
  • Michael Davone Jett
  • Michael D Jett

View on SEC IAPD

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