Jason Dean Mlynarek

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

• 04/2011 → 06/2020
  Lpl Financial Llc
  Macomb Twp, MI
• 06/2020 → 05/2025
  Cuso Financial Services
  San Diego, CA
• 05/2025 → Present
  Lpl Financial Llc
  Livonia, MI

Previous Registrations

• 2020-06-01 → 2025-05-15
  Cuso Financial Services, L.P.
  Livonia, MI
  Dearborn, MI
  Rochester, MI
• 2011-04-29 → 2020-06-10
  Lpl Financial Llc
  Shelby Twp., MI
  St Clair Shores, MI
  St Clair Shores, MI
  Eastpointe, MI
  Eastpointe, MI
  Clinton Twp, MI
  Clinton Twp, MI
  Washington Twp, MI
  Macomb, MI
  Sterling Hts, MI
  Chesterfield Twp, MI
  Richmond, MI
• 2006-11-09 → 2011-05-05
  Citizens Securities, Inc.
  Sterling Heights, MI
  Shelby Township, MI
  Rochester Hills, MI
  Sterling Heights, MI
  Johnston, RI
  Troy, MI

Other Businesses

1- 05/15/2025 - DFCU Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/01/2020 - 240 hours per month/ 130 hours during trading 2- 05/15/2025 - Custom Insurance Agency - Property and Casualty - Agent - Investment Related - At Reported Business Location(s) - Start Date 06/01/2020 - 0 hours per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-08
• S63 Uniform Securities Agent State Law Examination
  1999-05-20

Other Names

• Jay Mlynarek