David Kenn Jacocks

Current Employers

Employment History

• 01/2022 → 03/2023
  American Funds
  Los Angeles, CA
• 08/2023 → Present
  Lincoln Investment
  Fort Washington, PA
• 04/2023 → 07/2023
  Unemployed
  Fishers, IN
• 01/2005 → 01/2022
  American Funds Distributors, Inc.
  Los Angeles, CA

Previous Registrations

• 2014-02-08 → 2023-04-03
  Capital Client Group, Inc.
  Carmel, IN
  San Antonio, TX
  Indianapolis, IN
  Irvine, CA
  San Antonio, TX
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

SHEPHERD FINANCIAL, LLC POSITION: Retirement Consultant NATURE: Retirement Plan Consulting & Individual Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 08/14/2023 ADDRESS: 111 Congressional Blvd, Suite 100, Carmel IN 46032, United States DESCRIPTION: Responsible for client service to retirement plan clients. SHEPHERD FINANCIAL, LLC - INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/14/2023 ADDRESS: 111 Congressional Boulevard,, Suite 100, Carmel IN 46032, United States DESCRIPTION: Sales and service of insurance products

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-07
• S63 Uniform Securities Agent State Law Examination
  2005-10-10

Other Names

• Dave Jacocks