Jacob Mager (CRD# 6087986) is an Investment Advisor Representative working at Lpl Financial LLC in Shelton, WA and has 1 year of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 872944
Abraham & Company, Inc.
CRD# 6013099
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Our Comunity Credit Union | Shelton, WA | Sep 2018 - Current | 5 |
| Lpl Financial, LLC | Shelton, WA | Sep 2018 - Current | 5 |
| Fred Meyer/kroger | Tumwater, WA | Dec 2016 - Sep 2018 | 1 |
| Unemployed | Olympia, WA | Jun 2016 - Dec 2016 | < 1 |
| The Evergreen State College | Olympia, WA | Sep 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- WA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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