Jacob Michael Daus
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- LPL Financial LLCJul 2021 to now
- Washington Football TeamJul 2020 to Aug 2020
- Seminole Boosters, Inc.Feb 2020 to Jul 2020
- Emerald Green Landscapes, LLC.Jan 2020 to Aug 2021
- Florida State University FootballMar 2017 to May 2021
- Florida State Men's BasketballJun 2016 to Mar 2017
- Florida State UniversityJun 2015 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7419928
- Firm CRD
- 6413