Jacob Avenius, financial advisor West Jordan UT

Jacob Avenius

CRD Number: 7067297
Current Firm: Lpl Financial LLC

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.

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Equitable Advisors, LLC
Company Name Location Dates Years
Lpl Financial LLC Salt Lake City, UT Sep 2022 - Current 1
Mountain America Credit Union Salt Lake City, UT Sep 2022 - Current 1
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
Contact Info for Jacob Avenius
Phone Number: 704-733-3300
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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