Oday Janan Dawoud

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

• 04/2016 → 10/2021
  Wells Fargo Bank
  Spokane, WA
• 08/2017 → 10/2021
  Wells Fargo Clearing Services Llc
  Spokane, WA
• 10/2021 → 02/2023
  Jpmorgan Chase Bank, N.A.
  Spokane, WA
• 10/2021 → 02/2023
  J.P. Morgan Securities Llc
  Spokane, WA
• 03/2023 → 05/2026
  Wells Fargo Clearing Services, Llc
  Spokane, WA
• 02/2023 → 05/2026
  Wells Fargo Bank, Na
  Spokane, WA
• 05/2026 → Present
  First Interstate Bank
  Spokane, WA
• 05/2026 → Present
  Lpl Financial
  Spokane, WA

Previous Registrations

• 2023-03-14 → 2026-05-07
  Wells Fargo Clearing Services, Llc
  Boise, ID
  Spokane, WA
• 2017-12-05 → 2021-11-03
  Wells Fargo Clearing Services, Llc
  Spokane, WA
  Boise, ID

Other Businesses

1.05/06/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Interstate Investment Services; Investment Related; at Reported Business Location(s); Start Date 04/13/2026; 160hrs/mth; 160hrs during trading 2.05/29/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Interstate Wealth Management; Investment Related; at Reported Business Location(s); Start Date 05/28/2026; 160hrs/mth; 160hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-05
• S63 Uniform Securities Agent State Law Examination
  2017-11-09

Other Names

• Oday J Dawoud
• Oday Dawoud
• Oday Janan Dawoud