Jacob David Danner
Investment adviser representative at LPL Financial LLC
22 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Jacob David Danner? Claim your profile
Contact this firm
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
22 years in the industry.
- LPL Financial LLCFeb 2024 to now
- James EisnorMay 2021 to now
- Cetera Investment Advisers LLCJun 2023 to Feb 2024
- Cetera Advisor Networks LLCNov 2020 to Feb 2024
- Franklin InteriorsMay 2020 to Aug 2020
- The Fireplace and PatioplaceMay 2019 to Aug 2019
- House of BrewsMay 2018 to Jan 2019
- Cefalo's Banquet and Events CenterOct 2015 to Jan 2020
- Full Time StudentSep 2004 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7128265
- Firm CRD
- 6413