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Andrew V

Series 66

Tampa, FL

LPL Financial

Andrew Vasquez is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 13 years of industry experience. He previously worked at First Command Advisory Services and affiliated firms from 2013 to 2022. Outside of advising, Vasquez is a member of the U.S. Air Force Reserves and owns a coaching business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including customized investment strategies and access to third-party asset managers, supported by advanced research and operational tools.

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

Series 65

Tampa, FL

LPL Financial

Jacqueline Jenkins is a financial advisor with LPL Financial, holding a Series 65 designation and bringing 13 years of industry experience. She previously worked at First Command Advisory Services and associated entities for nine years before joining LPL Financial. Outside of her advisory work, she is a co-owner of J D Investments of Tampa Inc., a business entity used for tax and investment purposes. 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, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

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

Series 66

Tampa, FL

LPL Financial

David Jenkins is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and having eight years of industry experience. His prior work includes five years at First Command Financial Planning and related affiliates. Outside of his advisory role, he is a co-owner of J D Investments of Tampa Inc., a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to 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, supported by a large 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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Daniel W

Series 66

Tampa, FL

LPL Financial

Daniel Westuba is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at First Command Advisory Services and Waddell & Reed. Outside of his advisory work, he operates a business entity for tax and investment purposes and is involved in non-variable insurance activities. 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, model portfolios, third-party asset management, and institutional platforms.

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