AdFi
JL

Jennifer Lynn Eggleston

Investment Adviser Representative at LEVEL FOUR ADVISORY SERVICES

Belle Plaine, IACRD #3019797Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
51 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 51 states
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/13/2000
Series 63
Uniform Securities Agent State Law Examination
Passed 4/26/2000
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 4/1/2003
Series 7
General Securities Representative Examination
Passed 3/17/2000
Series 24
General Securities Principal Examination
Passed 12/5/2025
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 4/18/2005
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 3/21/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $40,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Level FOUR Advisory Services Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LEVEL FOUR FINANCIAL, LLCCurrent
8/6/2025Belle Plaine, IA
LEVEL FOUR ADVISORY SERVICESCurrent
8/6/2025Belle Plaine, IA
LPL FINANCIAL LLC
9/9/20217/3/2025Belle Plaine, IA
RBC CAPITAL MARKETS, LLC
3/1/20018/26/2021Cedar Rapids, IA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jennifer Lynn Eggleston has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jennifer Lynn Eggleston - Financial Advisor in Belle Plaine, IA | AdvisorFinder