Jacob Daniel Hostetler
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Jacob Daniel Hostetler? 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
11 years in the industry.
- LPL Financial LLCSep 2021 to now
- Professional Money ManagementJul 2021 to now
- UpmcNov 2020 to Jun 2021
- UnemployedApr 2020 to Nov 2020
- Renda BroadcastingJun 2019 to Apr 2020
- Sand Hill Berries & Greendance WineryMay 2017 to Aug 2017
- University of Pittsburgh JohnstownDec 2016 to May 2019
- Univeristy of Pittsburgh JohnstownAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7412550
- Firm CRD
- 6413