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James M

Series 66

Columbia, MD

LPL Financial

James Mellendick is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2020. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. Outside of his advisory work, he serves as a consultant for Coleman Research. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio strategies.

College savings (529s, UTMA, etc.)
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Ellis G

Series 63, Series 66

Columbia, MD

LPL Financial

Ellis Gallimore is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Valic Financial Advisors and Agia. Gallimore is also affiliated with State Employee's Credit Union of Maryland. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Jonathan W

CFP®, Series 63, Series 65

Columbia, MD

LPL Financial

Jonathan Wasey is a CFP®-designated financial advisor with 29 years of industry experience, currently affiliated with LPL Financial in Columbia, MD. His career background includes positions at State Employee Credit Union of MD, Truist Investment Services, and Bb&T. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

College savings (529s, UTMA, etc.)
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Leslie J

Series 63, Series 66

Columbia, MD

LPL Financial

Leslie Jurado is a financial advisor with LPL Financial in Columbia, MD, holding Series 63 and Series 66 credentials and 14 years of industry experience. Prior to joining LPL Financial in 2021, Jurado worked at Morgan Stanley Private Bank and Morgan Stanley, as well as Wells Fargo Advisors and Wells Fargo Bank. Jurado is also associated with SECU Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and technology-driven investment strategies.

College savings (529s, UTMA, etc.)
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