Jennifer Neeley
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCMay 2025 to now
- EllevestOct 2024 to Mar 2025
- Morgan StanleySep 2023 to Oct 2024
- UBS Financial Services IncOct 2022 to Sep 2023
- Dennis Williams Sole Proprietor (lincoln Financial Advisors)Apr 2020 to Oct 2022
- Lincoln Financial AdvisorsFeb 2020 to Apr 2020
- Globalone Filings IncFeb 2019 to Feb 2020
- Culture Brewing CoMay 2017 to Jun 2019
- Productive Computing IncMar 2017 to Jun 2017
- Positive AdventuresOct 2016 to Apr 2018
- QualigenAug 2016 to Mar 2017
- Crust PizzeriaJul 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6159122
- Firm CRD
- 6413