Jeffrey Douglas Damia
Investment adviser representative at LPL Financial LLC
16 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- LPL Financial LLCOct 2023 to now
- Arrow Investment Advisors, LLCJul 2021 to Dec 2021
- Fs Investment Solutions, LLCJan 2021 to Oct 2023
- Jd ConsultingMay 2020 to Dec 2021
- UnemployedFeb 2020 to Apr 2020
- Wells Fargo Funds Distributor, LLCJan 2010 to Jan 2020
- Wells Fargo Funds Management, LLCJan 2010 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2182863
- Firm CRD
- 6413