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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-25
  • CA RA
    APPROVED
    Since 2025-06-25

Branch Locations

406 Napa Jct Rd Ste 126, American Canyon, CA 94503 • United States

1705 1St St, Napa, CA 94559 • 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
J.P. Morgan Securities Llc Federal Way WA 07/2023 03/2024
Jpmorgan Chase Bank, N.A. Federal Way WA 07/2023 03/2024
Idaho Central Credit Union Spokane WA 07/2022 06/2023
Forrit Credit Union Portland OR 10/2021 06/2022
Key Bank Portland OR 03/2021 10/2021
Travis Credit Union Richmond CA 09/2020 03/2021
Wells Fargo San Francisco CA 02/2020 09/2020
Coldwell Banker Fair Oaks CA 06/2019 06/2022
Carpenter Zuckerman Rowley Beverly Hills CA 10/2018 05/2019
Coldwell Banker Roseville CA 08/2016 07/2017
Bank Of America Los Angeles CA 08/2017 09/2018
The Paradies Shops Portland OR 07/2021 01/2022
Walgreens Woodland CA 10/2019 10/2019
Ups Sacramento CA 11/2016 01/2017
Wells Fargo Bank, Na Menlo Park CA 03/2024 03/2025
Wells Fargo Clearing Services, Llc Menlo Park CA 03/2024 03/2025
Redwood Credit Union Napa CA 03/2025 Present
Lpl Financial Llc Napa CA 03/2025 Present
  • 07/2023 → 03/2024
    J.P. Morgan Securities Llc
    Federal Way, WA
  • 07/2023 → 03/2024
    Jpmorgan Chase Bank, N.A.
    Federal Way, WA
  • 07/2022 → 06/2023
    Idaho Central Credit Union
    Spokane, WA
  • 10/2021 → 06/2022
    Forrit Credit Union
    Portland, OR
  • 03/2021 → 10/2021
    Key Bank
    Portland, OR
  • 09/2020 → 03/2021
    Travis Credit Union
    Richmond, CA
  • 02/2020 → 09/2020
    Wells Fargo
    San Francisco, CA
  • 06/2019 → 06/2022
    Coldwell Banker
    Fair Oaks, CA
  • 10/2018 → 05/2019
    Carpenter Zuckerman Rowley
    Beverly Hills, CA
  • 08/2016 → 07/2017
    Coldwell Banker
    Roseville, CA
  • 08/2017 → 09/2018
    Bank Of America
    Los Angeles, CA
  • 07/2021 → 01/2022
    The Paradies Shops
    Portland, OR
  • 10/2019 → 10/2019
    Walgreens
    Woodland, CA
  • 11/2016 → 01/2017
    Ups
    Sacramento, CA
  • 03/2024 → 03/2025
    Wells Fargo Bank, Na
    Menlo Park, CA
  • 03/2024 → 03/2025
    Wells Fargo Clearing Services, Llc
    Menlo Park, CA
  • 03/2025 → Present
    Redwood Credit Union
    Napa, CA
  • 03/2025 → Present
    Napa, CA
Other Businesses

1) 03/2025 - Jesus Villalpando / Real Estate Rental / Co-Owner / Inv Related / Spokane Valley, WA 90016 / Start date 06/01/2024 - 1 Hrs per month - 1 % Time Spent 2) 03/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Redwood Wealth Management / Inv Related / At reported business location (s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-24
S63 Uniform Securities Agent State Law Examination 2023-10-05
  • S66 Uniform Combined State Law Examination
    2025-06-24
  • S63 Uniform Securities Agent State Law Examination
    2023-10-05
Other Names
  • Jesus Villalpando
  • Jesse Villalpando
  • Jesus V Pando

View on SEC IAPD

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