Jacob Lackner, financial advisor Cincinnati OH
88 score

Jacob Lackner

CRD Number: 6329148
Current Firm: Wells Fargo Advisors, LLC

Jacob Lackner (CRD# 6329148) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Cincinnati, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Cincinnati, OH Apr 2014 - Current 2
Sears Holdings Corp. Cincinnati, OH Mar 2010 - May 2014 4
Backstop Sports Cincinnati, OH Mar 2007 - Jun 2012 5
Anderson High School Cincinnati, OH May 2006 - May 2010 4
Nagel Middle School Cincinnati, OH May 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Jacob R. Lackner
Phone Number: 314-875-3000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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)
  • 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, 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
88
Clean Record
This advisor has a clean track record with regulators.

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