Jacob Lingard (CRD# 5638603) is an Investment Advisor Representative working at Wellspring Financial Partners in North Salt Lake, UT and has over 15 years of experience in the finance industry. Jacob Lingard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Metrics, Inc Dba Wellspring Financial Partners | Tucson, AZ | Oct 2022 - Current | 1 |
| Deseret Mutual Benefit Advisors | Salt Lake City, UT | Jan 2011 - Sep 2022 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- AZ
- TX
-
Total Assets Under Management833MILLIONS
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Total Number of Accounts391ACCOUNTS
-
Average Account Value$2,130,174
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, LA, MA, MN, NC, TX, UT, WA
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