Jacob Daniel Klein

Current Employers

Employment History

• 03/2010 → 02/2018
  Invest Financial Corp.
  Renton, WA
• 02/2018 → Present
  Lpl Financial Llc
  Renton, WA

Previous Registrations

• 2010-03-22 → 2018-02-14
  Invest Financial Corporation
  Lynnwood, WA
  Renton, WA
  Appleton, WI
• 2009-03-25 → 2010-03-23
  Key Investment Services Llc
  Tacoma, WA
  Kirkland, WA
  Seattle, WA

Other Businesses

1. 02/14/2018 - Liberty High School Football - Not Investment Related - 16655 SE 136th Street, Renton, WA 98059 - Other - Assistant Varsity Football Coach - Start Date 8/22/16 - 40 Hours Per Month/0 Hours During Securities Trading. 2. 02/14/2018 - KLEIN FINANCIAL LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 10 Hours Per Month/0 Hours During Securities Trading. 3. 02/14/2018 - Klein Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - AGENT - Start Date 12/15 - 1 Hour Per Month - Fixed Annuities and Term and Permanent Life Insurance. 4. 02/14/2018 - Livingston - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 5. 02/14/2018 - Livingston Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 6. 03/29/2019 - Odyssey Wealth Management - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:02/13/2019 - 10 hrs/mo - 10 hrs during trading. 7) 04/22/2025 - Cobalt Guard Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported business location - Start Date: 04/09/2025 - 200 hrs/mo - 10 hrs during trading.

Exams

• S66 Uniform Combined State Law Examination
  2009-03-24
• S63 Uniform Securities Agent State Law Examination
  2006-02-18

Other Names

• Jake Klein