Terry Michael Pasket

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

• 05/2016 → 05/2019
  Wells Fargo Advisors Financial Network, Llc
  Jacksonville, FL
• 05/2019 → 10/2024
  Jp Morgan Chase Bank, N.A.
  Jacksonville, FL
• 05/2019 → 10/2024
  Jpmorgan Securities, Llc
  Jacksonville, FL
• 02/2021 → 02/2021
  Taps Bar And Grill
  St. Johns, FL
• 11/2024 → Present
  Lpl Financial, Llc
  St Augustine, FL

Previous Registrations

• 2019-05-28 → 2024-10-11
  J.P. Morgan Securities Llc
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
• 2016-05-03 → 2019-05-28
  Wells Fargo Advisors Financial Network, Llc
  Jacksonville, FL
• 2008-07-10 → 2016-05-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL
• 2006-09-14 → 2008-07-14
  Wells Fargo Clearing Services, Llc
  Orange Park, FL
  Jacksonville, FL
• 2003-02-21 → 2006-09-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ponte Vedra Beach, FL
  Ponte Vedra Beach, FL

Other Businesses

1- 10/2024 / Pasket Financial Group, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 05/15/2025 - Keller Williams St. Johns - Investment Related - Mortgage/Real Estate Services - St. Johns, FL - Start Date: 05/14/2025 - 40 Hours Per Month- 0 Hours During Trading 3- 04/30/2025 - Bartram Park Wealth Management LLC - Investment Related -DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:05/01/2025 - 100Hours Per Month- 100 Hours During Trading 4- 04/30/2025 - St. Johns Bourbon Tastings - Investment Related - Other - Hospitality / Entertainment - Start Date: 06/15/2025 - 4 Hours Per Month- 0 Hours During Trading. 5- 06/08/2026 - H&R Block - Tax Prep/Accounting/CPA - Investment Related - Jacksonville Beach, FL - Start Date 12/23/2024 - 80 hours per month/ 20 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2003-02-19
• S63 Uniform Securities Agent State Law Examination
  2000-01-22

Designations

• Chartered Financial Analyst

Other Names

• Terence Michael Pasket
• Terry Pasket
• Terence Pasket