Jacob Uriah Bazzrea

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 12/2019 → 03/2020
  Hill Country Honda
  San Antonio, TX
• 05/2018 → 12/2019
  Northside Honda
  San Antonio, TX
• 12/2013 → 12/2016
  Time Warner Cable/Spectrum
  San Antonio, TX
• 03/2020 → 05/2020
  Unemployed
  San Antonio, TX
• 07/2020 → 05/2023
  New York Life Insurance Co.
  San Antonio, TX
• 08/2020 → 05/2023
  Nylife Securities Llc
  San Antonio, TX
• 12/2013 → 05/2018
  Charter Communication/Spectrum
  San Antonio, TX
• 05/2023 → 10/2025
  Penn Mutual Life Insurance Company
  Horsham, PA
• 08/2023 → 10/2025
  Hornor, Townsend & Kent, Llc
  Horsham, PA
• 12/2025 → Present
  Lpl Enterprise Llc
  The Woodlands, TX

Previous Registrations

• 2023-08-07 → 2025-11-03
  Hornor, Townsend & Kent, Llc
  San Antonio, TX
  New York, NY

Other Businesses

1. 11/26/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - San Antonio, TX - Investment related - Start date: 11/04/2025 - 160 Hour(s)/Month - 160 Hour(s) During Trading 2. 11/26/2025 - Jacob Bazzrea N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - San Antonio, TX - Investment related - Start date: 11/04/2025 - 160 Hour(s)/Month - 160 Hour(s) During Trading 3. 12/11/2025-x.AI-AI Tutor-Outside/W-2 Employment-Not Inv Related-At San Antonio, TX-Start date 06/17/2025-160hrs/mth-0hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-30
• S63 Uniform Securities Agent State Law Examination
  2020-12-28

Other Names

• Jacob Bazzrea