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Jason Thomas Peet

LPl Financial LLC

San Antonio, TX

CRD 7839032

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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 2026-05-13
  • TX RA
    APPROVED
    Since 2026-05-13

Branch Locations

17806 I-10 W Promenade 1 Ste 120, San Antonio, TX 78257 • 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
Equitable Advisors, Llc New York NY 12/2023 03/2025
Willies Grill And Icehouse College Station TX 08/2022 03/2024
Cheddars Scratch Kitchen College Station TX 02/2022 05/2022
Casa Do Brasil College Station TX 04/2021 12/2021
Young Life Buena Vista CO 06/2019 07/2019
Training Ground Chattanooga TN 06/2023 07/2023
Unemployed College Station TX 06/2022 07/2022
Unemployed College Station TX 08/2019 07/2020
Unemployed College Station TX 04/2015 05/2019
J.P. Morgan Securities Llc San Antonio TX 04/2025 05/2026
Equitable Financial Life Insurance San Antonio TX 12/2023 01/2025
Drew's Car Wash College Station TX 01/2021 04/2021
Papa Johns College Station TX 08/2020 10/2020
Unemployed College Station TX 01/2022 01/2022
Uber San Antonio TX 04/2024 05/2026
Unemployed College Station TX 11/2020 12/2020
Lpl Financial Llc San Antonio TX 05/2026 Present
  • 12/2023 → 03/2025
    Equitable Advisors, Llc
    New York, NY
  • 08/2022 → 03/2024
    Willies Grill And Icehouse
    College Station, TX
  • 02/2022 → 05/2022
    Cheddars Scratch Kitchen
    College Station, TX
  • 04/2021 → 12/2021
    Casa Do Brasil
    College Station, TX
  • 06/2019 → 07/2019
    Young Life
    Buena Vista, CO
  • 06/2023 → 07/2023
    Training Ground
    Chattanooga, TN
  • 06/2022 → 07/2022
    Unemployed
    College Station, TX
  • 08/2019 → 07/2020
    Unemployed
    College Station, TX
  • 04/2015 → 05/2019
    Unemployed
    College Station, TX
  • 04/2025 → 05/2026
    J.P. Morgan Securities Llc
    San Antonio, TX
  • 12/2023 → 01/2025
    Equitable Financial Life Insurance
    San Antonio, TX
  • 01/2021 → 04/2021
    Drew's Car Wash
    College Station, TX
  • 08/2020 → 10/2020
    Papa Johns
    College Station, TX
  • 01/2022 → 01/2022
    Unemployed
    College Station, TX
  • 04/2024 → 05/2026
    Uber
    San Antonio, TX
  • 11/2020 → 12/2020
    Unemployed
    College Station, TX
  • 05/2026 → Present
    Lpl Financial Llc
    San Antonio, TX
Previous Registrations
Other Businesses

1. 05/2026 - Genesis Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/14/2026

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-10
S63 Uniform Securities Agent State Law Examination 2024-08-03
  • S65 Uniform Investment Adviser Law Examination
    2025-02-10
  • S63 Uniform Securities Agent State Law Examination
    2024-08-03
Other Names
  • Jason Thomas Peet
  • Jason T Peet
  • Jt Peet

View on SEC IAPD

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