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Jesse T

CFP®, Series 66

Valencia, CA

LPL Financial

Jesse Thurber is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial. He has previously worked at Merrill and BancWest Investment Services, as well as Bank of the West. 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 financial planning, model portfolio programs, third‑party asset management, and institutional platforms, delivering advice through a large network of investment adviser representatives.

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

Series 63, Series 65

Valencia, CA

LPL Financial

David Krupp Jr. is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Invest Financial Corp, Crowell, Weedon & Co., Citigroup Global Markets, Citicorp Investment Services, and Morgan Stanley DW Inc. He serves as Scholarship Chairman for the Far West Ski Association, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Series 63

Valencia, CA

LPL Financial

Clark Jolley is a financial advisor at LPL Financial with 50 years of industry experience. He has worked at LPL Financial since 2009 and previously spent seven years with Mutual Service Corporation. He holds a Series 63 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by both proprietary 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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George A

Series 63, Series 65

Valencia, CA

LPL Financial

George Argeris is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with LPL Financial and its predecessor entities since 1997. Argeris also holds a non-variable insurance agent appointment with Crump. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by model portfolios, third-party asset managers, and multiple 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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Nicole J

Series 66

Valencia, CA

LPL Financial

Nicole Jolley is a financial advisor with LPL Financial in Valencia, CA, holding a Series 66 credential and 16 years of industry experience. She has operated Jolley Financial Group since 2010 alongside her role at LPL Financial. 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 portfolio programs, 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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