Best Investors Account Sign in

Jack Steven Pochiro

LPl Financial LLC

Tempe, AZ

Gilbert, AZ

CRD 7750376

Claim This Profile
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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-21
AZ RA APPROVED 2025-03-12
  • TX RA
    APPROVED
    Since 2025-03-21
  • AZ RA
    APPROVED
    Since 2025-03-12

Branch Locations

500 E Rio Salado Pkwy Bldg 4 3 Fl, Tempe, AZ 85281 • United States

Gilbert, AZ • 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
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 06/2023 12/2024
Precision Graphics Inc. Gilbert AZ 04/2020 06/2023
Earnhart Buck Gmc Mesa AZ 06/2018 01/2020
Gateway Community College Phoenix AZ 08/2017 05/2020
Arizona State University Tempe AZ 08/2020 04/2023
Gilbert High School Gilbert AZ 08/2013 06/2017
Lpl Financial Llc Fort Mill SC 12/2024 Present
  • 06/2023 → 12/2024
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 04/2020 → 06/2023
    Precision Graphics Inc.
    Gilbert, AZ
  • 06/2018 → 01/2020
    Earnhart Buck Gmc
    Mesa, AZ
  • 08/2017 → 05/2020
    Gateway Community College
    Phoenix, AZ
  • 08/2020 → 04/2023
    Arizona State University
    Tempe, AZ
  • 08/2013 → 06/2017
    Gilbert High School
    Gilbert, AZ
  • 12/2024 → Present
    Fort Mill, SC
Other Businesses

1) 12/13/2024- Uber Eats - Outside/W-2 Employment / Driver- Non-Inv. Related- Gilbert, AZ- start date 9/15/204- 32hrs mth / 0 during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-04
S63 Uniform Securities Agent State Law Examination 2023-10-17
  • S66 Uniform Combined State Law Examination
    2025-03-04
  • S63 Uniform Securities Agent State Law Examination
    2023-10-17
Other Names
  • Jack S Pochiro

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Tempe, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor