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Jenna Michele Kaplan

LPl Financial LLC

Encino, CA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-01
  • CA RA
    APPROVED
    Since 2025-12-01

Branch Locations

16030 Ventura Blvd #600, Encino, CA 91436 • 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
Aon Los Angeles CA 07/2021 04/2024
Kaplan Financial Encino CA 04/2024 Present
River Way Ranch Camp Sanger CA 05/2018 08/2018
River Way Ranch Camp Sangerq CA 05/2019 08/2019
Bellacures Studio City CA 05/2017 08/2017
University Of Southern California Los Angeles CA 01/2018 06/2021
Franklin University Switzerland Lugano 08/2017 12/2017
Marlborough School Los Angeles CA 08/2013 05/2017
Lpl Financial Encino CA 04/2024 Present
  • 07/2021 → 04/2024
    Aon
    Los Angeles, CA
  • 04/2024 → Present
    Kaplan Financial
    Encino, CA
  • 05/2018 → 08/2018
    River Way Ranch Camp
    Sanger, CA
  • 05/2019 → 08/2019
    River Way Ranch Camp
    Sangerq, CA
  • 05/2017 → 08/2017
    Bellacures
    Studio City, CA
  • 01/2018 → 06/2021
    University Of Southern California
    Los Angeles, CA
  • 08/2017 → 12/2017
    Franklin University Switzerland
    Lugano
  • 08/2013 → 05/2017
    Marlborough School
    Los Angeles, CA
  • 04/2024 → Present
    Lpl Financial
    Encino, CA
Other Businesses

1)03/19/2025 - Kaplan Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-22
  • S66 Uniform Combined State Law Examination
    2025-11-22

View on SEC IAPD

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Jason Terrance Thomas
KENNETH LEE WILLNER
Miles Kenneth Rader
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Alexander Paul Tuckman
MATTHEW MILLER DAVIS

Other Offices

GOODSTEIN WEALTH MANAGEMENT LLC · ENCINO, CA
PORTFOLIO DESIGN LABS, LLC · ENCINO, CA
WILLNER & HELLER LLC · ENCINO, CA
WEALTH MANAGEMENT PARTNERS OF LOS ANGELES · ENCINO, CA
FINANCIAL PLANNING FOR GENERATIONS, INC. · ENCINO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ENCINO, CA
WELLS FARGO CLEARING SERVICES, LLC · ENCINO, CA
WELLS FARGO CLEARING SERVICES, LLC · ENCINO, CA

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