Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob T. Rechenbach is a financial advisor registered with LPL Financial LLC. Jacob has been in the financial services industry since May 2018 and has passed the Series 7, Series 63, Series 66 and SIE exams. Jacob has worked for a number of financial firms including Charles Schwab & Co., Inc., Woodbury Financial Services, Inc., and OSAIC WEALTH, INC. in addition to LPL Financial LLC. Jacob is currently registered in Tennessee and has a total of 1 approved SRO registration, 1 approved FINRA registration, 1 approved state registration and 1 approved IA state registration. Jacob is also a registered investment advisor representative and has a broad range of experience and expertise in the financial services industry.
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
TN
01/01/2025 - Present
LPL Financial LLC (KNOXVILLE TN)
TN
01/19/2024 - 03/06/2024
OSAIC WEALTH, INC. (KNOXVILLE TN)
TN
05/18/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (KNOXVILLE TN)
CO
05/29/2018 - 05/19/2020
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 08/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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