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Jacob Steven Herr

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 2025-03-14
  • OR RA
    APPROVED
    Since 2025-03-14

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
Lile Relocation Services Tualatin OR 10/2022 01/2024
University Of Oregon Eugene OR 09/2018 06/2023
Forbes Pumbing Portland OR 06/2019 09/2021
Black Bear Diner Wilsonville OR 05/2017 07/2017
Lpl Enterprise Fort Mill SC 01/2025 Present
Wilsonville High School Wilsonville OR 08/2014 06/2018
Unemployed Wilsonville OR 01/2024 01/2025
  • 10/2022 → 01/2024
    Lile Relocation Services
    Tualatin, OR
  • 09/2018 → 06/2023
    University Of Oregon
    Eugene, OR
  • 06/2019 → 09/2021
    Forbes Pumbing
    Portland, OR
  • 05/2017 → 07/2017
    Black Bear Diner
    Wilsonville, OR
  • 01/2025 → Present
    Lpl Enterprise
    Fort Mill, SC
  • 08/2014 → 06/2018
    Wilsonville High School
    Wilsonville, OR
  • 01/2024 → 01/2025
    Unemployed
    Wilsonville, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-14
  • S66 Uniform Combined State Law Examination
    2025-03-14
Other Names
  • Jake Herr

View on SEC IAPD

Other Firms

PANORAMIC CAPITAL PARTNERS LLC
NORTHMARQ FUND MANAGEMENT, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
RBC CAPITAL MARKETS, LLC
CWM, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PACIFIC RIDGE CAPITAL PARTNERS, LLC

Other Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI
Nicholas Jacob Hubert
Catherine A Groff
MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
JUSTIN PATRICK LINDSEY

Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

More in Lake Oswego, OR

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