Jeremy Shaun Silcox
Investment adviser representative at LPL Financial LLC
25 yearsExperience
14 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
25 years in the industry.
- LPL Financial LLCJul 2021 to now
- Boys & Girls Club of TracyNov 2019 to Jul 2021
- Tracy Unified School DistrictJan 2019 to Dec 2020
- Tracy Unified School DistrictAug 2018 to Nov 2018
- Stroup & Silcox Group, Inc.Apr 2018 to Jul 2021
- West High SchoolApr 2017 to Oct 2020
- Various Insurance Carriers for W & R Insurance AgenciesJul 2001 to Jul 2021
- Waddell & Reed, Inc.Mar 2001 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 14 states (AK, CA, FL, ID, MD, MI, MO, NV, OH, TX, UT, VA, WA, WY).
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
- 4364883
- Firm CRD
- 6413