Jacob Dean
Investment adviser representative at LPL Enterprise, LLC
11 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
11 years in the industry.
- LPL Enterprise, LLCMar 2026 to now
- Robbins Financial LLCSep 2025 to now
- Charles Schwab & Co., Inc.Feb 2025 to Jun 2025
- Charles SchwabSep 2024 to Feb 2025
- KanakukMay 2024 to Jul 2024
- Full Time EducationAug 2023 to Apr 2024
- KanakukMay 2023 to Jul 2023
- Full Time EducationOct 2022 to Apr 2023
- FirebirdsApr 2022 to Sep 2022
- Full Time EducationSep 2021 to Mar 2022
- Chick Fil AJul 2019 to Aug 2021
- UnemployedFeb 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7960850
- Firm CRD
- 8733