Adviser and broker representative · LPL Financial LLC
Jeffrey G. Thatcher
CRD 1951368 · Endicott, NY
At a glance
Jeffrey G. Thatcher is an investment adviser representative with LPL Financial LLC in Endicott, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 2019, about 7 years ago. Jeffrey is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- LPL Financial LLCSince February 2019Endicott, NY · $819B in regulatory assets
- Visions Analysis LLCSince October 2026Endicott, NY · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jeffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.