Jacob Kelly Sanders

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

• 01/2014 → 08/2023
  Triad Advisors, Inc.
  Norcross, GA
• 03/2014 → 08/2023
  Capital Asset Advisory Services, Llc
  Haslett, MI
• 01/2014 → 08/2023
  Encore Advisors
  Duluth, GA
• 03/2018 → 08/2023
  Infinite Asset Management
  Alpharetta, GA
• 08/2023 → Present
  Lpl Financial Llc
  Atlanta, GA

Previous Registrations

• 2018-03-30 → 2023-10-17
  Wealth Enhancement & Preservation
  Alpharetta, GA
• 2014-03-17 → 2018-04-02
  Cg Advisory Services
  Duluth, GA
  Williamston, MI
• 2009-05-22 → 2014-01-20
  Financial Network Associates, Inc.
  Atlanta, GA
• 2009-02-23 → 2014-01-15
  Invest Financial Corporation
  Atlanta, GA
  Duluth, GA

Other Businesses

1-08/2023 / Wealth Enhancement And Preservation Of GA / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 8 hrs during trading 2-08/2023 / The Milner Group / Non-Variable Insurance / Investment Related / start date 1/1/2010 3-08/2023 / Jacob Sanders Financial, LLC / Business Entity For Tax/Investment Purposes Only / Non Investment Related / start date 12/21/2010 4-01/09/2024 - Surefooted Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 40 Hours Per Month/ 8 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2009-02-20

Designations

• Certified Financial Planner

Other Names

• Jake Sanders
• Jacob K Sanders