Jacob John Ledermann
Investment adviser representative at LPL Financial LLC
18 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
18 years in the industry.
- LPL Financial LLCJul 2024 to now
- Lakeshore Group Wealth ManagementJun 2024 to Jul 2024
- UnemployedMay 2024 to Jun 2024
- Farm SystemsDec 2023 to Jan 2024
- Greenguard ConstructionMay 2023 to Aug 2023
- Zimmerman Bar and BowlFeb 2023 to May 2023
- Lakeshore Group Wealth ManagementMay 2022 to Aug 2022
- St. John's UniversitySep 2020 to May 2024
- Burr VineyardsMay 2019 to Sep 2023
- Oxendale's MarketJan 2017 to Jan 2020
- Independent School District 197Sep 2008 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7566430
- Firm CRD
- 6413