Jacob Andrew Meredith

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

• 09/2024 → Present
  Lpl Financial Llc
  Cornelia, GA
• 09/2024 → Present
  United Community Bank
  Cornelia, GA
• 05/2024 → 08/2024
  Unemployed
  Demorest, GA
• 06/2020 → 05/2024
  Georgia Institute Of Technology
  Atlanta, GA
• 06/2018 → 07/2022
  Georgia Theatre Company
  Mt. Airy, GA
• 05/2023 → 07/2023
  Winshape Camps
  Mt. Berry, GA
• 08/2016 → 06/2020
  Habersham Central High School
  Mt. Airy, GA
• 08/2024 → 09/2024
  United Community Bank
  Cornelia, GA

Other Businesses

1- 10/2024 / United Community Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)

Exams

• S66 Uniform Combined State Law Examination
  2025-03-28

Other Names

• Jacob Meredith