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Jane Ellen Donnelly

LPl Financial LLC

Paramus, NJ

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-04-01
  • NJ RA
    APPROVED
    Since 2024-04-01

Branch Locations

461 From Rd Ste 385 3Rd Floor, Paramus, NJ 07652 • 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
Edward Jones St Louis MO 03/2008 06/2020
Ameriprise Financial Services, Llc Rockaway Park NY 06/2020 03/2024
Lpl Financial Llc Paramus NJ 03/2024 Present
Previous Registrations
Other Businesses

1-02/2024 / J & H Financial Services / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-18
S63 Uniform Securities Agent State Law Examination 1989-03-28
  • S66 Uniform Combined State Law Examination
    2005-11-18
  • S63 Uniform Securities Agent State Law Examination
    1989-03-28
Other Names
  • Jane E Donnelly

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · Paramus, NJ
J.P. MORGAN SECURITIES LLC · Paramus, NJ
J.P. MORGAN SECURITIES LLC · Paramus, NJ
WELLS FARGO CLEARING SERVICES, LLC · PARAMUS, NJ
WELLS FARGO CLEARING SERVICES, LLC · PARAMUS, NJ
WELLS FARGO CLEARING SERVICES, LLC · PARAMUS, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PARAMUS, NJ
LPL FINANCIAL LLC · PARAMUS, NJ

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