Leslie Erin Jurado
Investment adviser representative at LPL Financial LLC
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- LPL Financial LLCJan 2021 to now
- State Employees Credit UnionJan 2020 to now
- Morgan StanleyMay 2019 to Dec 2020
- Morgan Stanley Private Bank, N.AMay 2019 to Dec 2020
- Wells Fargo Clearing Services, LLCNov 2016 to May 2019
- Wells Fargo Advisors LLCSep 2011 to Nov 2016
- Wells Fargo Bank NADec 2009 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 5980869
- Firm CRD
- 6413