Jacob Joseph Meis
Investment adviser representative at LPL Financial LLC
12 yearsExperience
2 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
12 years in the industry.
- American First Credit UnionMay 2025 to now
- LPL Financial LLCMay 2025 to now
- UnemployedDec 2024 to May 2025
- U.S. Bancorp Investments, Inc.May 2022 to Dec 2024
- Bancwest Investment ServicesJan 2019 to May 2022
- Bank of the WestJan 2019 to May 2022
- Global Financial DataOct 2018 to Jan 2019
- UnemployedMar 2018 to Sep 2018
- Scottrade, IncApr 2014 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6028454
- Firm CRD
- 6413