Jeffrey Darrin Murray

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

• 11/2009 → 05/2018
  Benjamin F. Edwards & Company, Inc.
  St. Louis, MO
• 05/2018 → 06/2024
  Lombard Securities Incorporated
  Tazewell, VA
• 05/2018 → 06/2024
  Lombard Advisers Incorporated
  Tazewell, VA
• 06/2024 → Present
  Lpl Financial Llc
  Tazewell, VA

Previous Registrations

• 2018-05-25 → 2024-06-24
  Lombard Advisers Incorporated
  Tazewell, VA
  Baltimore, MD
  Tazewell, VA
• 2010-05-21 → 2018-05-30
  Benjamin F. Edwards & Company, Inc.
  St. Louis, MO
  Tazewell, VA
  St. Louis, MO
  Chattanooga, TN
  Sanford, FL
  Red Bank, NJ
  Sherman, TX
• 2010-02-09 → 2010-05-26
  Bfe Asset Management, Llc
  St. Louis, MO
• 2008-01-01 → 2009-11-25
  Wells Fargo Clearing Services, Llc
  Bluefield, VA
• 1991-02-01 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Bluefield, VA
  St. Louis, MO

Other Businesses

1) 05/02/2024 - Notary Public - VA 24651 - Investment related - 1 Hour per month - Start date: 12/13/2021. 2) 05/02/2024 - JEFFREY D. MURRAY & CO., LLC - Insurance Agency - Selling: LIFE AND ANNUITIES, ACCIDENT AND SICKNESS AGENT, long-term care insurance - VA 24651 - Investment related - 1% Time spent - Start date: 05/30/2018. 3) 05/02/2024 - JEFFREY D. MURRAY & CO., LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 40 Hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-01-31
• S63 Uniform Securities Agent State Law Examination
  1986-11-17

Other Names

• Jeff Murray