Jake Digregorio (CRD# 7615985) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Fort Washington, PA | Oct 2023 - Current | < 1 |
| Capital Analysts | Fort Washington, PA | Oct 2023 - Current | < 1 |
| Liquid Courage | Las Vegas, NV | Oct 2022 - Current | 1 |
| Valic Financial Advisors, Inc. | Lakewood, CO | Dec 2022 - Oct 2023 | < 1 |
| Beer Park | Las Vegas, NV | Jun 2022 - Nov 2022 | < 1 |
| Globe Life (american Income Life Division) | Las Vegas, NV | Feb 2022 - Jun 2022 | < 1 |
| University Of Nevada, Las Vegas | Las Vegas, NV | Aug 2016 - Dec 2021 | 5 |
| Encore Beach Club | Las Vegas, NV | Mar 2020 - Nov 2021 | 1 |
| Vegas Upholstery | Las Vegas, NV | Dec 2020 - Feb 2021 | < 1 |
| Diamond Resorts | Las Vegas, NV | Apr 2016 - Oct 2016 | < 1 |
| Tahiti Village | Las Vegas, NV | May 2015 - Feb 2016 | < 1 |
| Liberty Hs | Las Vegas, NV | Aug 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- IL
- NV
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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, VT, WA, WI, WV
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