Jameson Kenneth Cavanaugh
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- Cfv & Associates, Inc.Jan 2022 to now
- LPL Financial, LLCNov 2020 to now
- Plante Moran Trust BankJun 2020 to Aug 2020
- Friend & AssociatesJan 2020 to Jan 2022
- Billy's Tip N InnAug 2018 to Sep 2023
- Controlled Power CompanyNov 2017 to Nov 2021
- Ulm Restaurants Inc.Jun 2014 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7316033
- Firm CRD
- 6413