Jessica H Mcnamee
Investment adviser representative at LPL Financial LLC
16 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
16 years in the industry.
- LPL Financial LLCJun 2018 to now
- Heartland BankDec 2016 to Jul 2024
- Infinex Investments, IncDec 2016 to Jun 2018
- Northwestern Mutual Wealth Management CompanyJan 2016 to Dec 2016
- Northwestern Mutual Investment Services, LLCJul 2010 to Dec 2016
- Northwestern Mutual Life Insurance CompanyJun 2010 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (OH, WA).
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
- 5820496
- Firm CRD
- 6413