Jeffrey George Muchard
Investment adviser representative at LPL Financial LLC
40 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
40 years in the industry.
- LPL Financial LLCDec 2025 to now
- Muchard FinancialFeb 1986 to now
- Osaic Wealth, Inc.Jun 2024 to Dec 2025
- Securities America AdvisorsNov 2017 to Jun 2024
- Securities America, Inc.Nov 2017 to Jun 2024
- Invest Financial CorpJun 2011 to Nov 2017
- Monroe Ii Orleans BocesDec 2002 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law1998
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
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
- 3072652
- Firm CRD
- 6413