Jacob Scott Bierstedt

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 05/2017
  Gary Davis
  Las Vegas, NV
• 10/2014 → 05/2017
  Northwestern Mutual Investment Services Llc
  Las Vegas, NV
• 09/2016 → 05/2017
  Jamie Houston
  Las Vegas, NV
• 06/2017 → Present
  Lpl Financial, Llc
  Las Vegas, NV

Previous Registrations

• 2014-10-22 → 2017-06-05
  Northwestern Mutual Investment Services, Llc
  Las Vegas, NV
• 2012-11-12 → 2014-08-20
  Ameriprise Financial Services, Llc
  Las Vegas, NV

Other Businesses

1.06/01/2017 - DIXON FINANCIAL GROUP, LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ LAS VEGAS, NV 2) 03/13/2025 - Pence Financial Group LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:02/13/2025 - 160 Hrs/Mth - 160 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2012-11-10

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jacob S Bierstadt
• Jacob Scott Bierstedt