Jacob Taylor Yaklin

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

• 01/2016 → 03/2020
  Unites States Marine Corps
  Oceanside, CA
• 03/2020 → 03/2021
  Yaklin Chrysler Dodge Jeep And Ram
  Seguin, TX
• 05/2021 → 04/2026
  Oakwell Private Wealth Management
  New Braunfels, TX
• 04/2026 → Present
  Lpl Financial Llc
  New Braunfels, TX

Previous Registrations

• 2021-08-25 → 2026-05-08
  Oakwell Private Wealth Management
  Austin, TX
  New Braunfels, TX

Other Businesses

1. 04/2026 - jacob yaklin - Real Estate Rental - Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - New Braunfels, TX, 78130 - OBA Start Date: 07/01/2020 2. 04/2026 - jacob yaklin - Real Estate Rental - Inv Related - 3 Hour(s)/Month - 0 Hour(s) During Trading - New Braunfels, TX, 78130 - OBA Start Date: 06/01/2024 3. 04/2026 - Gruene Garden POA - Non-Profit Board Member - Not Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - New Braunfels, TX, 78130 - OBA Start Date: 04/01/2024 4.04/2026 - Semper Financial Planners / DBA LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs total hrs per month - 120 total hrs per month during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-17

Designations

• Certified Financial Planner

Other Names

• Jacob Taylor Yalkin