Lynn Jacobowski
Investment adviser representative at Tlg Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$2.3BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Tlg Advisors, Inc.Jan 2024 to now
- The Leaders Group, Inc.Apr 2020 to now
- Independent Insurance AgentJan 2020 to now
- Guardian Life InsuranceApr 2019 to Dec 2019
- Park Avenue SecuritiesApr 2019 to Dec 2019
- Wealth Advisory GroupMay 2016 to Dec 2019
- Park Avenue Securities LLCMay 2016 to Mar 2019
- Sound Wealth Financial GroupMar 2016 to Dec 2019
- Guardian Life Insurance CoMar 2016 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Tlg Advisors, Inc.
$2.3BAssets managed
5,161Clients
298Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2966185
- Firm CRD
- 111052