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Jack Thomas Metz

Investment adviser representative at LPL Financial LLC
9 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

9 years in the industry.

  1. LPL Financial LLCNov 2025 to now
  2. Jackson Wealth Management LLC (dba for LPL Business)Nov 2025 to now
  3. UnemployedSep 2025 to Nov 2025
  4. One Power CompanyMay 2025 to Sep 2025
  5. One Power CompanyOct 2024 to Apr 2025
  6. Elifin RealtyAug 2024 to Oct 2024
  7. One Power CompanyMay 2024 to Aug 2024
  8. Osu Dining ServicesSep 2023 to Apr 2024
  9. One Energy EnterprisesMay 2023 to Aug 2023
  10. Osu Housing & ResidenceOct 2022 to Jan 2023
  11. The Ohio State UniversityAug 2022 to May 2025
  12. Logans Irish PubMay 2021 to Aug 2022
  13. Campus PollyeyesMay 2020 to May 2021
  14. Findlay High SchoolAug 2018 to May 2022
  15. Findlay Youth BaseballMay 2018 to Aug 2018
  16. Findlay City SchoolsJan 2016 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (OH, 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
8189483
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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