Jessica L. Bicoll

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

• 07/2012 → Present
  Lpl Financial, Llc
  Santa Fe, NM

Previous Registrations

• 2003-06-12 → 2012-08-09
  Valic Financial Advisors, Inc.
  Santa Fe, NM
  Albuquerque, NM
  Albuquerque, NM
  Albuquerque, NM
  Houston, TX
  Albuquerque, NM
• 2002-12-17 → 2003-06-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Fe, NM

Other Businesses

1. 1/28/2013: OTHER-NOTARY PUBLIC - PROVIDE NOTARY SERVICES AS NEEDED FOR NO COMPENSATION. KEEP LOG. - TIME SPENT 0% - SANTA FE, NM. 2. 09/09/2015 - Sage Advice - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 09/15/2015 - 140 HRS/MO DURING SECS TRDG HRS. 3. 12/12/2016 - Sage Advice Wealth Planning, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 09/15/2015 - 0 Hours Per Month. 4. 11/06/2019 - Ute 66 Live - Not investment related - 10 Ute Circle Santa Fe, NM 87505 - Rep's Business - start date:10/27/2019 - 10 hrs/mo - 0 hrs during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-03-06
• S63 Uniform Securities Agent State Law Examination
  1999-08-27

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jessica Lee Bicoll
• Jessica Benson
• Jessica L. Bicoll
• Jessica, Crpc L. Bicoll