Jeffrey Cleckner (CRD# 2500377) is an Investment Advisor Representative working at Lpl Financial LLC in New Palestine, IN and has over 29 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | New Palestine, IN | Feb 2023 - Current | 1 |
| Edward Jones | St. Louis, MO | May 2018 - Feb 2023 | 4 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Mar 2018 - May 2018 | < 1 |
| Northwestern Mutual Investment Services LLC | Indianapolis, IN | Dec 2017 - May 2018 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Dec 2017 - May 2018 | < 1 |
| Indiana Nitro Baseball | Fortville, IN | Apr 2015 - Apr 2018 | 3 |
| Unemployed | Fishers, IN | Oct 2017 - Nov 2017 | < 1 |
| Waddell & Reed | Indianapolis, IN | Jul 2011 - Sep 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
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