Jake Alexander Mclean

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 → 02/2017
  First Citizens Investor Services
  Raleigh, NC
• 02/2017 → 07/2023
  Wells Fargo Clearing Services, Llc
  Roanoke, VA
• 07/2023 → Present
  Lpl Financial Llc
  Charlottesville, VA

Previous Registrations

• 2017-02-15 → 2023-07-25
  Wells Fargo Clearing Services, Llc
  Roanoke, VA
  Charlottesville, VA
  Harrisonburg, VA
  Charlottesville, VA
  Spotsylvania, VA
  Culpeper, VA
  Locust Grove, VA
  Culpeper, VA
  Madison, VA
  Charlottesville, VA
  Locust Grove, VA
  Louisa, VA
  Charlottesville, VA
• 2015-02-02 → 2017-02-17
  First Citizens Investor Services, Inc.
  Raleigh, NC
  Charlottesville, VA
• 2013-10-18 → 2015-01-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlottesville, VA

Other Businesses

1. 01/22/2024 - Rocket Combat Sports - Outside/W-2 Employment - Business Officer - Not Investment Related - Along the East Coast - Start Date 11/01/2023 - 2 Hours Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2013-10-17

Other Names

• Jake Alexander Mclean
• Jake Mclean