Jacob SmolarekCRD Number: 6350872
Current Firm: Lpl Financial LLC
Jacob Smolarek (CRD# 6350872) is an Investment Advisor Representative working at Lpl Financial LLC in Troy, MI and has over 2 years of experience in the finance industry.
Lpl Financial LLC
Savant Wealth Management
Strategic Blueprint, LLC
|Lpl Financial||Troy, MI||Sep 2021 - Current||< 1|
|Wells Fargo Clearing Services, LLC||Troy, MI||Jan 2019 - Aug 2021||2|
|Us Army National Guard||Saginaw, MI||Apr 2015 - Apr 2021||6|
|Jackson National||East Lansing, MI||Oct 2016 - Jan 2019||2|
|Michigan State University||East Lansing, MI||Aug 2014 - Dec 2018||4|
|Center For Wealth Planning||Troy, MI||Jun 2014 - Aug 2016||2|
|Firehouse Subs||Rochester, MI||Jun 2013 - Aug 2014||1|
|Primary School (utica Community Schools)||Shelby Township, MI||Jan 2001 - Jan 2014||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- 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
- 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
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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