Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Arbon is a financial advisor with LPL Financial LLC, registered with the state of Utah and with a Series 7, Series 66, and SIE license. Jake has over 6 years of experience in the financial industry. He is a financial advisor specializing in investments, financial planning, and retirement planning. Jake provides services to individual clients as well as businesses, investment companies, and charitable organizations. Jake works with individuals, families, and small businesses. He is committed to helping his clients achieve their financial goals. He has been with LPL Financial LLC since February 2024. Prior to that, Jake was with Wells Fargo Clearing Services, LLC from November 2017 to February 2024.
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
UT
02/13/2024 - Present
LPL Financial LLC (SALT LAKE CITY UT)
UT
11/03/2017 - 02/27/2024
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
BOTH
Issued 12/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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