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Linda K

Series 63, Series 65

Morristown, NJ

LPL Financial

Linda Kazyak is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. Her career includes 16 years at Cambridge Investment Research and related entities before joining LPL Financial in 2019. She is also involved with Estate Assist, a business providing estate administration services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using both discretionary and non-discretionary strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jed G

CFA®

Morristown, NJ

LPL Financial

Jed Glick is a CFA® charterholder based in Morristown, NJ, with seven years of industry experience. He has worked at firms including Seelaus Asset Management, Ibex Wealth Advisors, and currently LPL Financial and Active Management, LLC. Outside of his advisory role, he consults for OptMyCare, a healthcare IT company, advising on decks and valuations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by a large network of investment adviser representatives and utilizes both proprietary research and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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