Taylor Mark Jeziorski

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

• 07/2014 → 03/2023
  Jpmorgan Chase
  New York, NY
• 07/2023 → Present
  Fdr Financial Group Inc.
  Hollywood, FL
• 04/2023 → 07/2023
  Unemployed
  Coral Springs, FL
• 07/2024 → Present
  Lpl Financial Llc
  Hollywood, FL

Other Businesses

1) 05/2024 - FDR Financial Group Inc. / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 160 Hrs per month -100 % Time Spent

Exams

• S66 Uniform Combined State Law Examination
  2025-03-17

Designations

• Chartered Financial Analyst