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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lerpold is a financial advisor with LPL Financial LLC. Jennifer is a licensed securities professional with both Series 63 and 66 licenses. Jennifer has experience in the financial services industry since 2011. Jennifer holds both Series 7 and SIE licenses. Jennifer has worked with various firms including Robinhood Financial, LLC, Edward Jones, and Charles Schwab & Co., Inc. Jennifer has experience providing financial advice to individuals, corporations, charitable organizations, and pension plans. Jennifer is currently located in San Diego, California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
06/17/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
AZ
06/28/2021 - 07/05/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
02/09/2018 - 05/26/2021
EDWARD JONES (TEMPE AZ)
AZ
08/22/2011 - 02/02/2018
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 05/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/28/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/07/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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