Jacob R Lincoln
Investment adviser representative at LPL Financial LLC
16 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
16 years in the industry.
- LPL Financial LLCJul 2024 to now
- Coastal Tax AdvisorsJan 2016 to now
- Onyx Bridge Wealth Group LLCJan 2021 to Nov 2021
- Elite Investment Team LLCAug 2020 to Jan 2021
- Coastal Tax Advisors Fka Lincoln Tax and Wealth Planning, Inc.Aug 2010 to Jan 2021
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5865831
- Firm CRD
- 6413