Jennifer Mouser Capell
Investment adviser representative at LPL Financial LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
Are you Jennifer Mouser Capell? Claim your profile
Contact this firm
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.
- Honda Federal Credit UnionMay 2023 to now
- LPL Financial LLCMay 2023 to now
- Avantax Insurance Agency, LLCOct 2017 to May 2023
- Avantax Investment Services, Inc.Oct 2017 to May 2023
- Signator Investors, inc.Jul 2016 to Jul 2017
- Rush Creek FinancialFeb 2009 to May 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6681823
- Firm CRD
- 6413