Jackson Walker

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

• 03/2024 → 04/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2023 → 04/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2020 → 12/2023
  Broken Wheel Farms
  Skidmore, MO
• 06/2020 → 12/2022
  The Pub Llc
  Maryville, IA
• 01/2015 → 12/2016
  Ruzitkas Meat Locker
  Solon, IA
• 01/2019 → 05/2019
  University Of Iowa Medical Center
  Iowa City, IA
• 08/2013 → 05/2017
  High School
  Solon, IA
• 08/2017 → 05/2021
  Northwest Missouri State
  Maryville, MO
• 04/2024 → Present
  Lpl Financial Llc
  Maryville, MO

Other Businesses

1) 05/13/2024 - Edge Investment Solutions - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 120 Hours per month. 2) 05/13/2024 - Walker Real Estate Properties, LLC - Real Estate Rental - Co-owner - MO 64468 - Investment related - 0% Time spent - Start date: 03/12/2021.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-20