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Benjamin James Jacoby

LPl Financial LLC

Bridgeport, NE

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-02
NE RA APPROVED 2021-07-21
  • TX RA
    APPROVED
    Since 2021-08-02
  • NE RA
    APPROVED
    Since 2021-07-21

Branch Locations

902 L Street, Bridgeport, NE 69336 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc. Bridgeport NE 08/2012 07/2021
Various Insurance Carriers For W&R Insurance Agencies Bridgeport NE 11/2012 07/2021
Bridgeport Lions Club Bridgeport NE 08/2015 07/2017
Bridgeport Community Center Foundation Bridgeport NE 01/2018 07/2021
Kj Partners Llc Lincoln NE 03/2018 07/2021
City Of Bridgeport Bridgeport NE 08/2018 07/2021
Moba J Llc Bridgeport NE 03/2021 07/2021
Lpl Financial Llc Bridgeport NE 07/2021 Present
  • 08/2012 → 07/2021
    Waddell & Reed, Inc.
    Bridgeport, NE
  • 11/2012 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Bridgeport, NE
  • 08/2015 → 07/2017
    Bridgeport Lions Club
    Bridgeport, NE
  • 01/2018 → 07/2021
    Bridgeport Community Center Foundation
    Bridgeport, NE
  • 03/2018 → 07/2021
    Kj Partners Llc
    Lincoln, NE
  • 08/2018 → 07/2021
    City Of Bridgeport
    Bridgeport, NE
  • 03/2021 → 07/2021
    Moba J Llc
    Bridgeport, NE
  • 07/2021 → Present
    Bridgeport, NE
Previous Registrations
  • 2013-01-02 → 2021-07-21
    Waddell & Reed
    Savage, MN
    Bridgeport, NE
Other Businesses

1) 3/2018- KJ Partners LLC- Business Entity For Tax/Investment Purposes Only- non-inv. related- Lincoln, NE - 1hrs/mth 2) 2016- Benjamin Jacoby - Real Estate Rental- co-owner- inv. related- 902 L St Bridgeport, NE 69336- 1hr/mth 3) 2/24/2007- Jacoby Farms L.P.- limited partner - non-inv. realted- Bridgeport, NE- 0hrs/mth 4) 3/2021- MOBA J LLC- Business Entity For Tax/Investment Purposes Only- sole member- non-inv. related- Bridgeport, NE- 0hrs/mth 5) 01/25/2024 - Overland Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/24/2024 - 0 Hours Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-28
  • S66 Uniform Combined State Law Examination
    2012-12-28
Other Names
  • Ben Jacoby

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