Jessica P Marks
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Jessica P Marks? 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
11 years in the industry.
- LPL Financial LLCFeb 2025 to now
- Morgan StanleyApr 2023 to Feb 2025
- UnemployedDec 2022 to Apr 2023
- Morgan StanleyAug 2022 to Dec 2022
- Bright HealthcareMay 2022 to Jul 2022
- Medix StaffingSep 2021 to May 2022
- Advanced Reimbursement Solutions (ars)Jan 2020 to Jun 2021
- Ditech Financial LLCJan 2019 to Dec 2019
- Morgan StanleyJul 2018 to Dec 2018
- Archies HvacMay 2018 to Jul 2018
- The Vanguard Group, Inc.Jan 2018 to Apr 2018
- Macy's Credit ServiceOct 2017 to Oct 2017
- UbereatsJul 2017 to Jan 2018
- Bridgecrest Acceptance Corp (drivetime)Dec 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6903106
- Firm CRD
- 6413