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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

Jeanne Marie Juricka

Advisor at LPL FINANCIAL LLC

NEWPORT BEACH, CA

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Search this name across graphsid dfx:ria:78b7f943-8a7f-3183-e341-3a5afc4bc7a2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Apr 29, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 26, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Sep 26, 2000
First registration: Apr 29, 2010
Dual registered: yes, broker-dealer
Other names: JEANNE MARIE JURICKA|JEANNE MARIE MACHULDA|JEANNE JURICKA
IAPD individual key: 4057591

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 6, 2024	n/a	yes	NEWPORT BEACH, CA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 11, 2022	Jun 24, 2024	no	SAN JUAN CAPISTRANO, CA\|SAN JUAN CAPISTRANO, CA	Previous registration
BEACON POINTE ADVISORS, LLC	Independent wealth	Mar 4, 2020	Nov 16, 2021	no	NEWPORT BEACH, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Feb 21, 2019	Jan 17, 2020	no	MISSION VIEJO, CA	Previous registration
CONCERT WEALTH MANAGEMENT	Former SEC adviser	Dec 15, 2016	Dec 15, 2017	no	Mission Viejo, CA\|SAN JOSE, CA	Previous registration
CONCERT WEALTH MANAGEMENT	Former SEC adviser	Apr 7, 2016	Dec 15, 2016	no	Mission Viejo, CA\|SAN JOSE, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Apr 29, 2010	Mar 4, 2015	no	MISSION VIEJO, CA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Apr 29, 2010	Mar 4, 2015	no	MISSION VIEJO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BEACON POINTE ADVISORS, LLC	LPL FINANCIAL LLC	Nov 16, 2021	Jan 11, 2022	56	Firm change	RIA to ibd
J.P. MORGAN SECURITIES LLC	BEACON POINTE ADVISORS, LLC	Jan 17, 2020	Mar 4, 2020	47	Firm change	Wirehouse to RIA
CONCERT WEALTH MANAGEMENT	J.P. MORGAN SECURITIES LLC	Dec 15, 2017	Feb 21, 2019	433	Firm change after gap	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Mar 4, 2015	Apr 29, 2010	-1,770	Firm change after gap	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Mar 4, 2015	Apr 29, 2010	-1,770	Channel change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7870:111514:CA:2015-03-03	Mar 4, 2015	Apr 29, 2010	MISSION VIEJO, CA	Firm change after gap

Relationships

Registered with (6)

→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 11, 2022 to Jun 24, 2024factForm ADV
→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 4, 2020 to Nov 16, 2021factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Feb 21, 2019 to Jan 17, 2020factForm ADV
→ CONCERT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Dec 15, 2016 to Dec 15, 2017factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 29, 2010 to Mar 4, 2015factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Apr 29, 2010 to Mar 4, 2015factForm ADV

Dated events

No dated event names this entity yet.