Anna Kristine Jacobs
Investment adviser representative at LPL Financial LLC
25 yearsExperience
10 statesRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
25 years in the industry.
- LPL Financial LLCJul 2021 to now
- Anna Jacobs Rental PropertyNov 2020 to Jul 2021
- Oaktree Corner HoaJan 2019 to Jul 2021
- Rental PropertyJul 2018 to Jul 2021
- C Flood ManagementAug 2015 to Nov 2018
- Various Insurance Carriers for W&r Insurance AgenciesJul 2005 to Jul 2021
- Waddell & Reed, IncJul 2005 to Jul 2021
- Anna JacobsApr 2001 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 10 states (AR, CA, CO, FL, KY, NV, OH, SC, TX, WA).
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
- 5007087
- Firm CRD
- 6413