Ethan Jacobson, financial advisor Cedar Falls IA
93 score

Ethan Jacobson

CRD Number: 5549397
Current Firm: Lpl Financial LLC

Ethan Jacobson (CRD# 5549397) is an Investment Advisor Representative working at Lpl Financial LLC in Cedar Falls, IA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Cedar Falls, IA Aug 2015 - Current 1
J.p. Morgan Securities LLC Wilmette, IL Oct 2012 - Aug 2015 2
Chase Investment Services Corp Chicago, IL May 2010 - Oct 2012 2
Lpl Financial Chicago, IL Nov 2009 - Feb 2010 < 1
Peak Trading Group Chicago, IL Jan 2009 - Oct 2009 < 1
Lpl Financial Cedar Falls, IA Jun 2008 - Dec 2008 < 1
University Of Iowa Women's Basketball Team Iowa City, IA May 2004 - May 2008 4
Full-time Education Iowa City, IA Aug 2003 - May 2008 4
Target Corporation Cedar Rapids, IA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Ethan D. Jacobson
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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