Jessica Danielle Silver
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCMar 2023 to now
- Retirement Solutions, Inc.Jan 2021 to now
- Sagepoint Financial, Inc.Jan 2021 to Feb 2023
- The Ameriflex GroupJan 2021 to Feb 2023
- Janney Montgomery Scott LLCApr 2018 to Jan 2021
- PNC BankJun 2017 to Apr 2018
- PNC InvestmentsJun 2017 to Apr 2018
- LPL Financial LLCApr 2017 to Apr 2017
- Stratos Wealth PartnersApr 2017 to Apr 2017
- Alan Yanowitz, JdDec 2016 to Apr 2017
- Epoch Wealth Management, LLCJun 2016 to Apr 2017
- Restaurant EuropaJun 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
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
- 5746806
- Firm CRD
- 6413