Jeffery William Zemp
Investment adviser representative at LPL Financial LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- LPL Financial LLCMay 2025 to now
- One Nevada Credit UnionMar 2024 to now
- Cuso Financial Services, LPMar 2024 to May 2025
- Fidelity InvestmentsMar 2023 to Mar 2024
- The Medicare StoreJan 2022 to Mar 2023
- City National SecuritiesAug 2017 to Jan 2022
- Scottrade, Inc.May 2017 to Aug 2017
- Bank of America, N.A.Apr 2014 to May 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
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
- 5791957
- Firm CRD
- 6413