Jacob William Cuthbert
Investment adviser representative at LPL Financial LLC
28 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
- Seminars and workshops
Experience
28 years in the industry.
- LPL Financial LLCJul 2021 to now
- Fpa of PittsburghJan 2019 to Jul 2021
- Educo Advisor Group, LLCAug 2018 to Jul 2021
- Junior AchievementJan 2017 to Jul 2021
- Leadership Washington CountyFeb 2015 to Dec 2017
- Greater Rostraver Chamber of CommerceMay 2014 to Jun 2020
- Arms InsuranceMar 2010 to Jul 2020
- Various Insurance Carriers for W & R Insurance AgenciesApr 2009 to Jul 2021
- Waddell & Reed, Inc.Apr 2009 to Jul 2021
- Cal Cuthbert PoolsMar 1998 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4926656
- Firm CRD
- 6413