Jacob Lee Hartke
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCJan 2026 to now
- Triple H Financial ServicesJun 2025 to now
- Lake Street Private Wealth, LLC dba Triple H Financial ServicesJun 2025 to Feb 2026
- Purshe Kaplan Sterling InvestmentsMar 2025 to Feb 2026
- Elevation Point d/b/a Triple H Financial Services, LLCMar 2025 to May 2025
- Arete Wealth ManagementOct 2024 to Mar 2025
- Mount Yale Investment AdvisorsJul 2024 to Mar 2025
- Sweet Financial Partners, LLCNov 2021 to Jul 2024
- Raymond James Financial Services Advisors Inc.Jul 2016 to Nov 2021
- Raymond James Financial Services, Inc.Mar 2016 to Nov 2021
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 6488711
- Firm CRD
- 6413