John Anderson Larson

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

• 02/2011 → 11/2025
  Lincoln Investment Planning, Inc.
  Jenkintown, PA
• 01/2024 → 11/2025
  Capital Analysts
  Horsham, PA
• 11/2025 → Present
  Lpl Financial Llc
  Coatesville, PA

Previous Registrations

• 2011-05-19 → 2025-11-10
  Lincoln Investment
  Horsham, PA
• 2024-01-05 → 2025-11-10
  Capital Analysts
  Horsham, PA
• 2009-05-01 → 2010-12-31
  Larson Financial Planning, Llc
  Newtown, PA

Other Businesses

1. 09/2025 - Scamuffa-Larson Tax Services, LLC - Tax Prep/Accounting/CPA - Inv Related - 20 Hour(s)/Month - 05 Hour(s) During Trading - Coatesville, PA 19320 - OBA Start Date: 01/01/2025

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-03-01

Designations

• Certified Financial Planner

Other Names

• John Larson
• John Larson
• Jack Larson
• Jack Anderson Larson
• Jack Anderson Larson