Jacklyn Manner

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:

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2022-12-08

CA RA
APPROVED

Since 2022-12-08

Branch Locations

Alpine, CA • United States

4707 Executive Dr, San Diego, CA 92121-3091 • 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

Organization	City	State	From	To
Lpl Financial	San Diego	CA	01/2018	Present
Starbucks	Glastonbury	CT	08/2008	02/2018

01/2018 → Present

Lpl Financial

San Diego, CA
08/2008 → 02/2018

Starbucks

Glastonbury, CT

Other Businesses

1) 05/04/2023 - No Business Name - Not Investment Related - Home Based - Rep's Business - Start Date 05/01/2023 - 10 Hours Per Month/0 Hours During Securities Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-06

S66 Uniform Combined State Law Examination

2022-12-06

Other Names

Jackie Manner

View on SEC IAPD