Jake
Luken
Dimensional Fund Advisors Lp
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About this Advisor
Jake Luken is a financial advisor working in Charlotte, North Carolina with a total of 4 years of relevant experience. Luken currently works for Dimensional Fund Advisors Lp. Throughout their career, they have worked at Securities America Inc, Scenic River Canoe Excursions, Ohio University, Queen City Financial Advisors, The Vanguard Group, Inc and Dimensional Fund Advisors. Luken maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Dimensional Fund Advisors Lp is a registered investment company based out of Austin, TX. The firm has offices in two locations and a total of 1,096 employees. It controls $653 billion in assets under management among its 818 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides services to five charitable organizations. Of its 818 customer accounts, 51% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fees usually vary depending on the type of services offered. Fees billed by Dimensional Fund Advisors Lp likely include some blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dimensional Fund Advisors Lp Brokerage Details
$652,741,971,627
1,096
818
$797,973,070
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Jake Luken Work History
Jake has been registered as a financial advisor for 4 years.*
Dimensional Fund Advisors
Securities America Inc
The Vanguard Group, Inc
Scenic River Canoe Excursions
Queen City Financial Advisors
Scenic River Canoe Excursions
Ohio University
*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 Jake Luken 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 Dimensional Fund Advisors Lp
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, 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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