Jake Alexander Von halle
Investment adviser representative at LPL Financial LLC
13 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
13 years in the industry.
- LPL Financial LLCMay 2024 to now
- LP Financial LLCMay 2024 to now
- Von Halle Brokerage GroupApr 2021 to now
- Lincoln Financial SecuritiesMay 2021 to May 2024
- Park Avenue Securities, LLCFeb 2020 to Apr 2021
- Guardian Life Insurance Co of AmericaJun 2018 to Apr 2021
- UnemployedApr 2018 to Jun 2018
- SliceSep 2017 to Apr 2018
- UnemployedMay 2017 to Sep 2017
- Tulane UniversityAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6961701
- Firm CRD
- 6413