Jacob Christopher Whitaker
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial, LLCFeb 2021 to now
- Mariner Independent Advisor Network, LLCMay 2020 to now
- The Financial Services NetworkMay 2020 to Jan 2021
- Whitaker & AssociatesJan 2020 to May 2020
- Gt Auto LoungeJul 2019 to Dec 2019
- Capitol AdvocacyMay 2017 to Aug 2017
- Loyola Marymount UniversityJan 2017 to May 2019
- Student At Loyoyla Marymount University(unemployed)Jan 2017 to May 2017
- UnemployedAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7255805
- Firm CRD
- 6413