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Jeffrey V

Series 63, Series 66

Sperry, OK

LPL Financial

Jeffrey Vernon is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Raymond James Financial Services and Edward Jones. Outside of his advisory role, he manages Vernon Wealth Management, a support company for wealth management services. 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 third-party asset management programs, supported by technology tools and a broad network of over 22,800 advisors.

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