Jeffrey David Pollack
Investment adviser representative at LPL Financial LLC
7 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
7 years in the industry.
- LPL Financial LLCJul 2021 to now
- Prg & Associates, LLCJan 2021 to Jul 2021
- Paul GrossOct 2017 to Jul 2021
- Bni Producers ChapterOct 2016 to Apr 2019
- Valley Women's CenterAug 2016 to May 2017
- Rotary Club of CalabasasAug 2015 to Jul 2021
- Various Insurance Carriers for W&r Insurance AgenciesOct 2014 to Jul 2021
- Waddell & Reed, IncJan 2014 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6286014
- Firm CRD
- 6413