ADVISOR BIO

Jacob Laurence Reilly is a financial advisor registered with LPL Financial LLC in the states of Florida, Georgia, and Massachusetts. Jacob has been in the financial industry since February 2022 and has passed the Series 7, SIE and Series 66 exams. Reilly worked previously for Raymond James Financial Services, Inc. Jacob's professional experience includes working for Reformation Brewery, Georgia College, and Kennesaw State University. Jacob provides consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Reilly is located in SAN DIEGO, California and specializes in providing financial services to individuals and businesses. Jacob's firm, LPL Financial LLC, is based in Fort Mill, South Carolina and has over 1.9 million client accounts. LPL Financial LLC has more than $50 billion in assets under management.

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ADVISOR BIO

Jacob Raymond is a financial advisor with over 14 years of experience. He is currently registered with LPL Financial LLC in Valencia, CA. Jacob is a Series 7, 24, 66 licensed professional. He has worked with Logix Federal Credit Union in the past. Jacob Raymond's areas of specialization include financial planning, portfolio management, and consulting. He serves a variety of clients, including individuals, families, businesses, and retirement plans.

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ADVISOR BIO

Jacob Allen is a financial advisor who works at Edward Jones. Jacob has been in the financial industry since September 3, 2022. He has a Series 66, Series 7TO and SIE license. Jacob is registered in 23 states. He has previous work experience with Ramsey Solutions, Carhub, and General Assembly. Jacob is also the founder and owner of a meal planner app.

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ADVISOR BIO

Jacob Bless is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Jacob has been in the industry since 2013 and has a Series 7TO, Series 63, Series 6 and SIE license. Jacob provides financial planning, pension consulting and portfolio management for individuals and businesses. Jacob is registered to conduct investment advisory business in California and Nevada.

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ADVISOR BIO

Jacob Rosenthal is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jacob has been in the securities industry since January 2021. Jacob has passed the Series 7, Series 66 and SIE exams. Jacob is registered with the states of Arizona, California, Florida, Nevada, Oregon, Texas and Washington. Jacob has been employed by Merrill Lynch since November 2022.

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ADVISOR BIO

Jacob Randall Weston is a financial advisor with over 4 years of experience in the financial services industry. Jacob is registered with the state of California and Texas. Jacob is associated with Aligne Wealth Advisors Investment Management (AWAIM), an independent investment advisor firm, as well as with LPL Financial. Jacob provides investment advisory services through Aligne Wealth Advisors Investment Management. Jacob is also licensed to offer securities products through LPL Financial. Jacob specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, and businesses. Prior to joining Aligne Wealth Advisors Investment Management, Jacob worked at MML Investors Services, LLC. Jacob is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Jacob Basford is a registered investment advisor representative with Cetera Investment Advisers LLC. Jacob has been in the financial industry for 2 years and has a Series 7TO, SIE, Series 24 and Series 66 license. Jacob has experience working at First Allied Securities, Inc. prior to joining Cetera Investment Advisers LLC. Jacob is registered in 14 states.

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ADVISOR BIO

Jacob Barone is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Jacob has been in the industry since 2021. Jacob holds a Series 66, Series 7TO and SIE license and is registered to conduct business in Arizona, California, Florida, Kansas, Louisiana, Nevada, Oklahoma, Oregon, Texas, and Washington. Jacob has experience working with individuals, high-net-worth individuals, businesses, corporations, insurance companies, pension and profit-sharing plans, and charitable organizations.

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ADVISOR BIO

Jacob Stalnaker is a registered investment advisor with Wells Fargo Clearing Services, LLC. Jacob has been in the financial services industry since 2012, and holds Series 7, 66 and SIE securities licenses. Jacob is licensed in California, Texas, Arizona, Colorado, Idaho, Maryland, Missouri, New Mexico, New York, South Carolina, Utah, Virginia, Washington, and Wisconsin. Jacob has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Globalist Capital, LLC. Jacob specializes in providing investment consulting services to institutional clients as well as financial planning, pension consulting, and portfolio management for businesses and individuals.

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ADVISOR BIO

Jacob Garrissere is a financial professional with experience in the securities industry. Jacob is currently registered with J.p. Morgan Securities LLC and has been working in this field since 2021. Jacob's expertise includes various financial products and services, with a focus on investment company products and variable contracts.

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