Jacob Martin Hessel
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 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 Enterprise, LLCNov 2025 to now
- Cetera Investment Advisers LLCJun 2023 to Nov 2025
- Cetera Wealth Services, LLCJan 2022 to Nov 2025
- Pete's Mountain Wealth ManagementJun 2021 to Mar 2024
- Cetera Advisor NetworksMay 2021 to Jan 2022
- Oregon Trial Lawyers AssociationNov 2016 to Jun 2021
- Brad Avakian for Secretary of StateAug 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OR).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 6145196
- Firm CRD
- 8733