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Erica J

Series 66

New York, NY

LPL Financial

Erica Jennings is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities for a decade. Her background also includes a role at Row House NYC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment strategies and platforms.

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

Series 66

New York, NY

LPL Financial

Gillian Stoddard is a financial advisor with LPL Financial in New York, NY, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Northwestern Mutual and B. Riley Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and extensive resources.

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