Jacob Reed Pavlasek
Investment adviser representative at Lincoln Investment
10 yearsExperience
1 stateRegistered in
$22BFirm assets
48 yearsFirm in business
Are you Jacob Reed Pavlasek? 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Lincoln InvestmentAug 2024 to now
- Tommy HilfigerAug 2024 to Apr 2025
- Dynamo DistributionJun 2024 to Jul 2024
- Texas State UniversityJan 2024 to May 2024
- Tommy HilfigerNov 2023 to Jan 2024
- Tommy HilfigerJul 2023 to Aug 2023
- Texas State UniversityAug 2022 to Jul 2023
- SchoolAug 2021 to May 2022
- Sonic Drive-inMay 2021 to Aug 2021
- Reedy High SchoolFeb 2020 to May 2021
- Roti GrillNov 2019 to Feb 2020
- SchoolAug 2014 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Lincoln Investment
Legal name: Lincoln Investment Planning, LLC
$22BAssets managed
138,369Clients
335Advisers
48 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
- 7968616
- Firm CRD
- 519