Anna
Jacobs
Lpl Financial LLC
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About this Advisor
Anna Jacobs is a financial advisor based out of San Jose, California with a total of 2 years of relevant experience. Jacobs currently works for Lpl Financial LLC. Throughout their career, Jacobs has worked at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Laura Jacobs CFP®, Our City Forest, Cheryl Marquez, Anna Jacobs, Oaktree Corner Hoa, Anna Jacobs Rental Property, Lpl Financial LLC, Rental Property and C Flood Management. Jacobs maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Arkansas, California, Colorado, Florida, Kentucky, Nevada, Ohio, South Carolina, Texas and Washington. Lpl Financial LLC is an advisory business operating out of Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 financial advisors. It administers $368 billion in assets under management between its 1,688,501 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets. Lpl Financial LLC offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules typically are based on which services the firm provides the client. Fees charged by Lpl Financial LLC can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Anna Jacobs Work History
Anna has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Anna Jacobs Rental Property
Oaktree Corner Hoa
Rental Property
C Flood Management
Cheryl Marquez
Our City Forest
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Anna Jacobs
Laura Jacobs CFP®
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anna Jacobs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Ann Arbor, MI
Bridgeport, CT
Charlestown, MA
Sea Girt, NJ
Vienna, VA
Naperville, IL
Corpus Christi, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
