Christopher Ryan Jacobsen
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Christopher Ryan Jacobsen? 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
12 years in the industry.
- LPL Financial LLCMay 2026 to now
- Rogue Credit UnionJul 2023 to now
- Cetera Investment Advisers LLCJul 2023 to May 2026
- Cetera Investment Services LLCJul 2023 to May 2026
- LPL Financial LLCAug 2022 to Jul 2023
- Wagon Wheel FinancialAug 2022 to Nov 2022
- Rogue Credit UnionNov 2020 to Aug 2022
- UnemployedApr 2020 to Nov 2020
- Northwest Christian UniversityDec 2017 to Dec 2019
- Access Information ManagementAug 2014 to Apr 2020
- Rogue Community CollegeJan 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7612555
- Firm CRD
- 6413