Jesse Bifulco
Investment adviser representative at LPL Financial LLC
21 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
21 years in the industry.
- LPL Financial LLCFeb 2025 to now
- Penbay Estate Planning Law Center, LLCJan 2019 to now
- Penbay Title LLCJan 2017 to now
- Penbay Financial, LLCNov 2019 to Feb 2025
- Jesse Bifulco, Attorney At LawSep 2005 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (ME).
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
- 7204137
- Firm CRD
- 6413