Jessica Rhoades
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- LPL Financial LLCNov 2023 to now
- Pruco Securities, LLCJun 2023 to Nov 2023
- The Prudential Insurance Co. of AmericaJun 2023 to Nov 2023
- J.P. Morgan Securities LLCOct 2020 to Jun 2023
- JPMorgan Chase Bank, N.A.Oct 2020 to Jun 2023
- UnemployedApr 2020 to Sep 2020
- Iti Indiana IncMar 2020 to Mar 2020
- J.P. Morgan Securities LLCJun 2016 to Mar 2020
- Forever Living ProductsApr 2016 to Aug 2019
- JPMorgan Chase Bank, N.A.Jan 2013 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 6665264
- Firm CRD
- 6413