Jake Volo
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- LPL Financial LLCApr 2025 to now
- UnemployedFeb 2025 to Apr 2025
- International Bipolar FoundationJan 2023 to Feb 2025
- Mavericks Beach ClubMar 2022 to Jan 2023
- San Diego State UniversityJan 2022 to May 2023
- UnemployedOct 2021 to Jan 2022
- The Beachcomber At Crystal CoveSep 2021 to Oct 2021
- UnemployedJun 2021 to Sep 2021
- Bj's Restaurant and BrewhouseDec 2019 to Mar 2020
- Pathways College of EducationOct 2019 to Dec 2019
- H&mJun 2019 to Jul 2019
- San Diego State UniversityAug 2018 to May 2021
- UnemployedJun 2018 to Aug 2018
- Ocean View High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8072673
- Firm CRD
- 6413