Jesse Michael Underwood
Investment adviser representative at LPL Financial LLC
27 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
27 years in the industry.
- LPL Financial LLCApr 2026 to now
- First Command Advisory Services, Inc.Jan 2022 to Mar 2026
- First Command Brokerage Service, IncJan 2022 to Mar 2026
- First Command Insurance Service, Inc.Jan 2022 to Mar 2026
- First Command Brokerage ServicesAug 2021 to Jan 2022
- Prometheus PerformanceJan 2018 to Mar 2026
- US ArmyJul 1999 to Feb 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7425991
- Firm CRD
- 6413