Jeff Wen-Sheng Lin

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

• 01/1984 → 05/2025
  Jeff Lin Cpa, Llc
  Rockville, MD
• 11/2003 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 01/2012 → 05/2025
  Accounting Consulting Solutions, Llc
  North Bethesda, MD
• 07/2014 → 10/2024
  Jbl Technology Solutions, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  North Bethesda, MD

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
  North Bethesda, MD
• 2003-11-20 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  North Bethesda, MD
• 1999-11-24 → 2003-12-09
  Ifg Advisory Services Inc
  Rockville, MD

Other Businesses

1- 05/2025 - Four L Holdings, LLC - Real Estate Rental - Investment Related - Arlington, VA - Start Date 05/03/2010 - 10 hours per month/ 10 hours during trading 2- 05/2025 - Lin's Holdings, LLC - Real Estate Rental - Investment Related - Rockville, MD - Start Date 09/06/2007 - 10 hours per month/ 10 hours during trading 3- 05/2025 - Jeff Lin - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/31/2005 - 5 hours per month/ 5 hours during trading 4- 05/2025 -Jeff Lin CPA, LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 01/31/1984 - 80 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-26
• S63 Uniform Securities Agent State Law Examination
  1987-10-06

Other Names

• Jeff Wen-Sheng Lin
• Jeff Wen Sheng Lin