Jacob Daniel Hubanks
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCApr 2024 to now
- Cambridge Investment Research, Inc.May 2023 to Apr 2024
- UsicMar 2023 to May 2023
- UnemployedJan 2023 to Mar 2023
- State FarmNov 2022 to Jan 2023
- UnemployedSep 2022 to Nov 2022
- Bankers Life & CasualtyJun 2019 to Sep 2022
- Mount Mercy UniversityAug 2018 to Jun 2019
- Greenes Premier ServicesJun 2018 to Aug 2018
- Mount Mercy UniversityAug 2017 to Jun 2018
- YmcaJun 2017 to Aug 2017
- Mount Mercy UniversityAug 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (IA, 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
- 7737964
- Firm CRD
- 6413