Jennifer Jill Glovacki
Investment adviser representative at LPL Financial LLC
24 yearsExperience
2 statesRegistered in
ChFC®Designation
$819.1BFirm assets
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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
24 years in the industry.
- LPL Financial LLCOct 2023 to now
- Community First Credit Union (wi)Apr 2022 to Sep 2023
- Cuso Financial Services, LPApr 2022 to Sep 2023
- UnemployedMay 2021 to Mar 2022
- Thrivent Financial for LutheransJul 2002 to Apr 2021
- Thrivent Investment Management Inc.Jul 2002 to Apr 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (MI, WI).
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
- 4094490
- Firm CRD
- 6413