Jacob Jin suk Kocher
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.
- Esl Investment Services, LLCOct 2023 to now
- LPL Financial LLCOct 2023 to now
- Esl Federal Credit UnionSep 2023 to Jul 2024
- Pizza Land IncAug 2022 to Mar 2023
- Northwestern Mutual Wealth Management CompanyMay 2022 to Sep 2023
- Northwestern Mutual Investment Services LLCNov 2021 to Sep 2023
- Richard AndersonNov 2021 to Sep 2023
- Northwestern Mutual Life Insurance CompanyFeb 2021 to Nov 2021
- Hertz CorporationJun 2020 to Feb 2021
- Partyman CateringSep 2018 to Sep 2018
- Ymca of Greater RochesterAug 2018 to Jun 2020
- Liberty Mountain ResortMar 2016 to Aug 2018
- Waynesboro Area YmcaFeb 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7323801
- Firm CRD
- 6413