Jacob B Woolstenhulme
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCMay 2026 to now
- Resolute Wealth Advisors- LPLMay 2026 to now
- Stride EventsAug 2025 to May 2026
- Moxie Pest ControlApr 2025 to Aug 2025
- Stride EventsAug 2024 to Apr 2025
- Byu HvacJan 2022 to Dec 2024
- Green Way Pest SolutionsAug 2021 to Dec 2021
- Mission for the Church of Jesus Christ of Latter-day SaintsSep 2019 to Aug 2021
- Popeyes Louisiana ChickenFeb 2019 to Jul 2019
- NAJun 2016 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 8268663
- Firm CRD
- 6413