Jesse Harold Langschied
Investment adviser representative at LPL Financial LLC
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
26 years in the industry.
- LPL Financial LLCJul 2021 to now
- Dairy DiscoveryFeb 2019 to Mar 2021
- Breton Road Properties LLCDec 2015 to Jul 2021
- Liberty National Life Insurance CompanyAug 2009 to Jul 2021
- Langschied Financial LLC dba 88 Keys LLCJan 2002 to Jul 2021
- Various Insurance Carriers for W&r Insurance AgenciesJan 2002 to Jul 2021
- Waddell & Reed, Inc.May 2000 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 4414420
- Firm CRD
- 6413