Jamison Ryan Jendrusch
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial, LLCJul 2021 to now
- Waddell & ReedDec 2020 to Jul 2021
- James T CarusoAug 2020 to Dec 2020
- UnemployedMar 2020 to Aug 2020
- Waddell & ReedMay 2019 to Aug 2019
- Waddell & ReedMay 2018 to Aug 2018
- University of TampaSep 2017 to Mar 2020
- UnemployedSep 2014 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6952256
- Firm CRD
- 6413