Jacob Avenius (CRD# 7067297) is an Investment Advisor Representative working at Lpl Financial LLC in West Jordan, UT and has over 5 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Wealth Enhancement Advisory Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Salt Lake City, UT | Sep 2022 - Current | 2 |
Mountain America Credit Union | Salt Lake City, UT | Sep 2022 - Current | 2 |
Edward Jones | St. Louis, MO | Jul 2019 - Sep 2022 | 3 |
Lpl Financial LLC | Ammon, ID | Feb 2019 - Jul 2019 | < 1 |
Mountain America Credit Union | Idaho Falls, ID | Sep 2017 - Jul 2019 | 1 |
Rexburg Rehabilitation | Rexburg, ID | Mar 2013 - Sep 2017 | 4 |
Byu-idaho | Rexburg, ID | Jan 2013 - Jun 2017 | 4 |
Treehouse Nursery | Rexburg, ID | Dec 2015 - Mar 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2019 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- UT
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Total Assets Under Management463,475MILLIONS
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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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