Jacob Tyler Pollard
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- LPL Financial, LLCMar 2023 to now
- J. Pollard Group LLCNov 2021 to now
- P&l Facility and Power WashMay 2017 to now
- Simom MarketsJan 2022 to Dec 2022
- Whitfield Regional HospitalNov 2020 to Nov 2021
- LPL Financial LLCJun 2020 to Dec 2020
- Air Methods Corp.May 2018 to May 2019
- Investment Professionals, Inc.May 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 5542535
- Firm CRD
- 6413