Jessica Vanourkerk

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

• 04/2024 → Present
  Bmo Harris Bank
  West Bend, WI
• 10/2021 → 04/2024
  Bmo Bank, N.A
  West Bend, WI
• 11/2018 → 10/2021
  Westbury Bank
  West Bend, WI
• 09/2015 → 11/2018
  Waterstone Bank
  Germantown, WI
• 10/2021 → Present
  Lpl Financial
  West Bend, WI

Other Businesses

1. 04/05/2024- BMO Investment Services- DBA for LPL Business (entity for LPL business)- At Report Business Location (s)- WI 53095- Inv Rel

Exams

• S66 Uniform Combined State Law Examination
  2024-07-30

Other Names

• Jessica Lynn Winter