Jacob L Sturgill

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

• 01/2015 → Present
  Lpl Financial, Llc
  Westminster, MD

Other Businesses

1. 01/20/2015 - PUCKET & STURGILL FINANCIAL GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ WESTMINSTER, MD 2. 02/26/2019 - Sturgill & Associates - Not investment related - At reported business location(s) - Outside/W-2 Employment - Start date:02/01/2019 - 10 hrs/mo - Tax Accountant. 3. 09/08/2023 - Puckett & Sturgill Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported business location(s) - Start Date 01/01/2023 - 40 Hours Per Month/ During Trading 4. 12/04/2025 - Sturgill Holdings - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 11/18/2025 - 1 hour per month/ during trading 5. 03/06/2026 - Sturgill Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ during trading 6. 03/10/2026 - JLS Capital, LLC - Business Owner - Not Investment Related - Westminster, MD - Start Date 01/01/2026 - 0 hours per month/ during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-02-10

Designations

• Certified Financial Planner