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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

JEFFREY JOHN TALARICO

Advisor at LPL FINANCIAL LLC

KERRVILLE, TX

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Search this name across graphsid dfx:ria:e4bb4c8a-f1f0-8135-9f0b-aa36d1c379bc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 9, 2007 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: Apr 20, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 20, 2007
First registration: May 9, 2007
Dual registered: yes, broker-dealer
Other names: JEFF TALARICO
IAPD individual key: 5292730

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 13, 2026	n/a	yes	KERRVILLE, TX	Current employment
LASALLE ST. INVESTMENT ADVISORS, L.L.C.	Bd affiliated wealth	Jun 14, 2019	Aug 11, 2026	no	Kerrville, TX\|ELMHURST, IL\|Kerrville, TX	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Mar 2, 2012	Jun 14, 2019	no	KERRVILLE, TX\|SAN ANTONIO, TX	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Mar 6, 2012	no	KERRVILLE, TX	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	May 9, 2007	Jan 1, 2008	no	KERRVILLE, TX\|ST. LOUIS, MO	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
LASALLE ST. INVESTMENT ADVISORS, L.L.C.	LPL FINANCIAL LLC	Aug 11, 2026	Aug 13, 2026	2	Firm change	Ibd to ibd
AMERIPRISE FINANCIAL SERVICES, LLC	LASALLE ST. INVESTMENT ADVISORS, L.L.C.	Jun 14, 2019	Jun 14, 2019	0	Firm change	Ibd to ibd
WELLS FARGO ADVISORS	AMERIPRISE FINANCIAL SERVICES, LLC	Mar 6, 2012	Mar 2, 2012	-4	Firm change	Wirehouse to ibd
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other

Relationships

Registered with (5)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Aug 13, 2026 to presentfactForm ADV
→ LASALLE ST. INVESTMENT ADVISORS, L.L.C.Registered adviserregistration: previous registration
Jun 14, 2019 to Aug 11, 2026factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Mar 2, 2012 to Jun 14, 2019factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Mar 6, 2012factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
May 9, 2007 to Jan 1, 2008factForm ADV

Dated events

Occurred
Aug 11, 2026
Advisor changed firm
Jeffrey John Talarico left Lasalle St. Investment Advisors, L.L.C. for Lpl Financial Llc (registered 2026-08-13)
Form ADVobserved 5 days ago