Jacob Matthew Stobart
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
11 years in the industry.
- LPL Financial LLCJan 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2020 to Jan 2025
- Vantage MarketingMay 2019 to Aug 2019
- Northern Illinois UniversityAug 2017 to May 2020
- Costco WholesaleJun 2017 to May 2020
- Minnesota State University MankatoAug 2016 to May 2017
- Papa FrescosFeb 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7260736
- Firm CRD
- 6413