Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Stobart is a financial advisor with LPL Financial LLC, a firm with over 1900000 accounts and more than $50 billion in regulatory assets under management. Jacob has been a registered representative for over a year and is active in both the broker-dealer and investment advisor channels. Jacob has passed the Series 7TO, SIE, and Series 66 exams. He is a Certified Financial Planner (CFP) and has held positions at Merrill Lynch and Costco Wholesale. Jacob's practice specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
02/04/2025 - Present
LPL Financial LLC (FRANKFORT IL)
IL
01/08/2021 - 08/11/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
BOTH
Issued 02/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jacob Stobart is the right advisor for you? Invested Better is here to help.
