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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

JODY GREEN ZELLNER

Advisor at LPL FINANCIAL LLC

CLEARWATER, FL

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Search this name across graphsid dfx:ria:bc04f780-4f30-198e-291f-80b8e341db8e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 5, 2012 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: May 21, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 21, 2012
First registration: Jun 5, 2012
Dual registered: yes, broker-dealer
Other names: JOBY GREEN ZELLNER
IAPD individual key: 5359285

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	Sep 16, 2021	n/a	yes	CLEARWATER, FL	Current employment
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC	Independent wealth	Oct 12, 2015	Sep 6, 2021	no	SAFETY HARBOR, FL\|safety harbor, FL\|FLORHAM PARK, NJ	Previous registration
JEFFREY MATTHEWS ADVISORY GROUP LLC	Former SEC adviser	Aug 5, 2015	Aug 7, 2015	no	SAFETY HARBOR, FL\|FLORHAM PARK, NJ	Previous registration
WADDELL & REED	Former SEC adviser	Jun 5, 2012	Jul 28, 2015	no	CHARLEROI, PA	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
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC	LPL FINANCIAL LLC	Sep 6, 2021	Sep 16, 2021	10	Firm change	RIA to ibd
JEFFREY MATTHEWS ADVISORY GROUP LLC	JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC	Aug 7, 2015	Oct 12, 2015	66	Firm change	Other
WADDELL & REED	JEFFREY MATTHEWS ADVISORY GROUP LLC	Jul 28, 2015	Aug 5, 2015	8	Firm change	Other

Relationships

Registered with (4)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Sep 16, 2021 to presentfactForm ADV
→ JEFFREY MATTHEWS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 12, 2015 to Sep 6, 2021factForm ADV
→ JEFFREY MATTHEWS ADVISORY GROUP LLCRegistered adviserregistration: previous registration
Aug 5, 2015 to Aug 7, 2015factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Jun 5, 2012 to Jul 28, 2015factForm ADV

Dated events

No dated event names this entity yet.