Jake R Digregorio
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
10 years in the industry.
- LPL Financial LLCJul 2026 to now
- Capital AnalystsOct 2023 to Jul 2026
- Lincoln InvestmentOct 2023 to Jul 2026
- Valic Financial Advisors, Inc.Dec 2022 to Oct 2023
- Liquid CourageOct 2022 to Jun 2025
- Beer ParkJun 2022 to Nov 2022
- Globe Life (american Income Life Division)Feb 2022 to Jun 2022
- Vegas UpholsteryDec 2020 to Feb 2021
- Encore Beach ClubMar 2020 to Nov 2021
- University of Nevada, Las VegasAug 2016 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, NV).
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
- 7615985
- Firm CRD
- 6413