Jennifer M D'amico
Investment adviser representative at LPL Financial LLC
16 yearsExperience
1 stateRegistered 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 2021 to now
- Gladstone Institutional Advisoryllc/dbagladstone Wealth PartnersOct 2021 to now
- Koa Wealth Management LLCDec 2020 to Sep 2021
- Wells Fargo Clearing Services, LLCFeb 2020 to Nov 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2010 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4533258
- Firm CRD
- 6413