Best Investors Account Sign in

Jake Patrick Luken

Dimensional Fund Advisors LP

Charlotte, NC

Austin, TX

Claim This Profile
Current Employers
Dimensional Fund Advisors Lp

6300 Bee Cave Road Building One, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-04-29
  • TX RA
    APPROVED
    Since 2019-04-29

Branch Locations

1515 South Tryon Street, Charlotte, NC 28203 • United States

6300 Bee Cave Road Building One, Austin, TX 78746 • 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
Securities America Inc. Cincinnati OH 06/2016 10/2016
The Vanguard Group, Inc. Charlotte NC 12/2016 03/2019
Dimensional Fund Advisors Charlotte NC 04/2019 Present
  • 06/2016 → 10/2016
    Securities America Inc.
    Cincinnati, OH
  • 12/2016 → 03/2019
    The Vanguard Group, Inc.
    Charlotte, NC
  • 04/2019 → Present
    Dimensional Fund Advisors
    Charlotte, NC
Previous Registrations
  • 2018-08-03 → 2019-04-18
    Vanguard Advisers, Inc.
    Charlotte, NC
  • 2016-07-27 → 2016-10-17
    Securities America Advisors, Inc.
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-21
  • S66 Uniform Combined State Law Examination
    2016-07-21

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor