Jeffrey James Wren

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

• 03/2004 → 11/2017
  National Planning Corporation
  Denver, CO
• 01/2015 → 12/2022
  Trilogy Capital, Inc.
  Denver, CO
• 11/2017 → Present
  Lpl Financial Llc
  Littleton, CO
• 03/2004 → 12/2022
  Trilogy Financial Services
  Denver, CO

Previous Registrations

• 2016-01-13 → 2022-12-01
  Trilogy Capital, Inc.
  Denver, CO
  Irvine, CA
• 2006-03-23 → 2017-11-29
  National Planning Corporation
  Denver, CO
  Denver, CO
  Los Angeles, CA

Other Businesses

1. 10/4/2018 - TRILOGY FINANCIAL SERVICES & LIFE EVENT ADVANTAGE - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - AGENT - Start Date: 09/12/2018 - 80 Hours Per Month/80 Hours During Securities Trading. 2. 06/26/2023 - Jeff Wren Services - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 02/20/2023 - 0 Hours Per Month/ During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2006-01-30
• S63 Uniform Securities Agent State Law Examination
  2004-06-05