Jeffrey Scott Hoadley

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

• 10/2005 → 11/2017
  National Planning Corporation
  Jacksonville Beach, FL
• 11/2017 → Present
  Lpl Financial Llc
  Jacksonville Beach, FL

Previous Registrations

• 2006-01-12 → 2017-12-06
  National Planning Corporation
  Jacksonville Beach, FL
  Jacksonville, FL
  Los Angeles, CA
• 2004-04-27 → 2005-04-04
  First Command Bank
  Fort Worth, TX
• 2003-03-20 → 2004-04-20
  First Command Brokerage Services, Inc.
  Orange Park, FL

Other Businesses

1. 11/29/2017 - South Beach Tax & Financial Services - Investment Related - 320 Osceola Ave Jacksonville Beach FL 32250-4074 - Tax Prep/Accounting/CPA - Start Date 9/2005 - 200 Hours Per Month/160 Hours During Securities Trading. 2. 11/29/2017 - JSH & Associates, Inc. - Not Investment Related - 320 Osceola Ave Jacksonville Beach FL 32250-4074 - Business Entity For Tax/Investment Purposes Only - Start Date 10/1/2005 - President/Tax Prep/Sole Owner.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-09-18

Designations

• Certified Financial Planner