LPL Financial
Jessica Wolff, CPA, currently serves as the Senior Vice President of Financial Reporting & Accounting Policy at LPL Financial since June 2021. Previously, Jessica held the position of Executive Director at Morgan Stanley for a brief period in 2021. With extensive experience at E*TRADE from August 2014 to April 2021, Jessica progressed through various roles including Senior Director of External Financial Reporting and Director of Bank Regulatory Reporting. Prior to E*TRADE, Jessica spent eight years at PwC, rising to the position of Manager while specializing in real estate within the New York Asset Management group and serving as a Financial Services Senior Associate in the Cleveland office. Jessica earned a Bachelor of Science in Business Administration with a focus in Accountancy from John Carroll University in 2006.
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LPL Financial
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LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer. LPL serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices.