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Jacob Martin Hessel

LPl Enterprise, LLC

Lake Oswego, OR

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Current Employers
Lpl Enterprise, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-11-10
  • OR RA
    APPROVED
    Since 2025-11-10

Branch Locations

4550 Kruse Way Plz. Suite 110, Lake Oswego, OR 97035 • 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
Pete'S Mountain Wealth Management Lake Oswego OR 06/2021 03/2024
Cetera Advisor Networks El Segundo CA 05/2021 01/2022
Oregon Trial Lawyers Association Portland OR 11/2016 06/2021
Brad Avakian For Secretary Of State Portland OR 08/2016 11/2016
Cetera Wealth Services, Llc El Segundo CA 01/2022 11/2025
Cetera Investment Advisers Llc Schaumburg IL 06/2023 11/2025
Lpl Enterprise Llc Lake Oswego OR 11/2025 Present
  • 06/2021 → 03/2024
    Pete'S Mountain Wealth Management
    Lake Oswego, OR
  • 05/2021 → 01/2022
    Cetera Advisor Networks
    El Segundo, CA
  • 11/2016 → 06/2021
    Oregon Trial Lawyers Association
    Portland, OR
  • 08/2016 → 11/2016
    Brad Avakian For Secretary Of State
    Portland, OR
  • 01/2022 → 11/2025
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → 11/2025
    Schaumburg, IL
  • 11/2025 → Present
    Lake Oswego, OR
Previous Registrations
  • 2023-06-29 → 2025-11-26
    Lake Oswego, OR
    Portland, OR
  • 2022-09-01 → 2023-06-29
    Cetera Wealth Services, Llc
    Lake Oswego, OR
    Portland, OR
Other Businesses

1. 10/28/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Portland, OR - INV REL - Start Date 10/28/2025 - 160hrs/mth | 160hrs during trading. 2. 10/28/2025 - JACOB MARTIN HESSEL N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Portland, OR - INV REL - Start Date 10/28/2025 - 160hrs/mth | 160hrs during trading. 3. 10/28/2025 - Hessel Financial LLC - DBA for LPL Business (entity for LPL business) - Portland, OR - INV REL - Start Date 11/10/2025 - 160hrs/mth | 150hrs during trading. 4. 11/21/2025-Hessel Financial LLC-Financial Advisor-Non-Variable Insurance-Inv related-At Portland, OR-Start date 09/01/2022-130hrs/mth-130hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-29
  • S66 Uniform Combined State Law Examination
    2022-04-29
Other Names
  • Jake Martin Hessel

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