Jesus Villalpando
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCMar 2025 to now
- Redwood Credit UnionMar 2025 to now
- Wells Fargo Bank, NAMar 2024 to Mar 2025
- Wells Fargo Clearing Services, LLCMar 2024 to Mar 2025
- J.P. Morgan Securities LLCJul 2023 to Mar 2024
- JPMorgan Chase Bank, N.A.Jul 2023 to Mar 2024
- Idaho Central Credit UnionJul 2022 to Jun 2023
- Forrit Credit UnionOct 2021 to Jun 2022
- The Paradies ShopsJul 2021 to Jan 2022
- Key BankMar 2021 to Oct 2021
- Travis Credit UnionSep 2020 to Mar 2021
- Wells FargoFeb 2020 to Sep 2020
- WalgreensOct 2019 to Oct 2019
- Coldwell BankerJun 2019 to Jun 2022
- Carpenter Zuckerman RowleyOct 2018 to May 2019
- Bank of AmericaAug 2017 to Sep 2018
- UpsNov 2016 to Jan 2017
- Coldwell BankerAug 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7789017
- Firm CRD
- 6413