Jessica R Pasco
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- LPL Financial LLCApr 2024 to now
- UnemployedAug 2023 to Mar 2024
- Manire Management Inc (dba Coast To Coast Conferences & Events)May 2023 to Aug 2023
- UnemployedDec 2022 to May 2023
- Formagrid Inc (dba Airtable)Feb 2022 to Dec 2022
- 317 Labs Inc (dba Emotive)Jan 2021 to Feb 2022
- Mh Sub I LLC (dba Internet Brands)Jul 2018 to Jan 2021
- Motion Recruitment PartnersOct 2017 to Apr 2018
- UnemployedMay 2017 to Sep 2017
- StudentJan 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 6499705
- Firm CRD
- 6413