Jessica Schulberg (CRD# 4567966) is an Investment Advisor Representative working at Lpl Financial LLC in Eagan, MN and has over 20 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Eagan, MN | Jul 2021 - Current | 2 |
| Irish Group Inc. | Bloomington, MN | Jan 2015 - Jul 2021 | 6 |
| Business Networking International | Edina, MN | Oct 2013 - Jul 2021 | 7 |
| Various Insurance Carriers For W & R Insurance Agencies | Prior Lake, MN | Apr 2003 - Jul 2021 | 18 |
| Waddell & Reed, Inc. | Eagan, MN | Jul 2002 - Jul 2021 | 19 |
| Jay's Garage | Prior Lake, MN | Apr 2005 - Jan 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
- MN
- TX
- VA
-
Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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