Jeffrey Winston Sanfilippo

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 05/2021 → 06/2022
  Pruco Securities Llc
  Canonsburg, PA
• 05/2017 → 06/2017
  Firestone Country Club
  Akron, OH
• 05/2018 → 09/2018
  Summit Moving Company
  Akron, OH
• 05/2019 → 06/2019
  Hagler And Associates
  North Canton, OH
• 09/2015 → 12/2019
  Kent State University
  Kent, OH
• 01/2021 → 07/2021
  Chubby's Pizzeria
  Wilmington, PA
• 01/2019 → 01/2021
  Unemployed
  New Castle, PA
• 06/2022 → 11/2024
  Pruco Securities Llc
  Canonsburg, PA
• 12/2021 → 06/2022
  Unemployed
  New Castle, PA
• 07/2022 → Present
  The Prudential Insurance Company Of America
  Canonsburg, PA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Poland, OH

Previous Registrations

• 2023-06-23 → 2024-11-14
  Pruco Securities, Llc.
  Canonsburg, PA
  Poland, OH

Other Businesses

1) 11/19/2024- McNally Financial- DBA for LPL Business (entity for LPL business)- Financial Planner- INV Related- At Poland, OH- Start date 01/10/2022- 160 HRS MTH- 160 HRS During Trading 2. 05/14/2025 - New Castle School District - Coach/ Sports/ Fitness - New Castle, PA - NOT INV REL - Start Date 05/12/2025 - 40hrs/mth

Exams

• S66 Uniform Combined State Law Examination
  2023-06-15
• S63 Uniform Securities Agent State Law Examination
  2021-09-18

Other Names

• Jeffrey Winston Sanfilippo
• Jeffrey Sanfilippo