Jacob Stanley Mann

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

• 06/2010 → Present
  Mountain America Cu
  Layton, UT
• 08/2010 → Present
  Lpl Financial Llc
  Layton, UT

Other Businesses

1. 2/2/2015: MOUNTAIN AMERICAN FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - AGENT - STARTED 01/01/2015 - 16 HOURS PER MONTH/1 HOUR DURING SECURITIES TRADING - FIXED ANNUITIES. 2. 4/18/2018 - Mountain America Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 07/01/2010 - 5 Hours Per Month During Securities Trading - Providing fixed annuities not available on LPL's platform. 3. 11/7/2019 - Mountain America Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/05/2019 - 40 Hours Per Month During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2010-10-20
• S63 Uniform Securities Agent State Law Examination
  2009-09-03

Other Names

• Jake Mann