Jacob Stilwell
Investment adviser representative at LPL Enterprise, LLC
12 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 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
12 years in the industry.
- LPL Enterprise, LLCAug 2026 to now
- Cambridge Investment Research Advisors, Inc.Jan 2025 to Jul 2026
- Cambridge Investment Research, Inc.Jan 2025 to Jul 2026
- LPL EnterpriseDec 2024 to Dec 2024
- Edward JonesJan 2024 to Dec 2024
- Western & Southern LifeMay 2022 to Nov 2023
- UnemployedFeb 2022 to May 2022
- Healthy SpacesJun 2019 to Mar 2020
- Precision.agOct 2016 to May 2019
- Heilman FarmsDec 2014 to Jan 2022
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 (IN).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 7581563
- Firm CRD
- 8733