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Jacob F Lippert

Fisher Investments

Tampa, FL

Plano, TX

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-07-27
FL RA APPROVED 2021-08-19
  • TX RA
    APPROVED_RES
    Since 2023-07-27
  • FL RA
    APPROVED
    Since 2021-08-19

Branch Locations

3109 W Martin L King Jr Blvd Ste 600, Tampa, FL 33607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cwm, Llc Omaha NE 04/2019 04/2019
Cetera Advisor Network Washington PA 04/2019 04/2019
Lpl Financial Washington PA 07/2014 04/2019
Daniel Jenkins Pittsburgh PA 06/2019 07/2021
Geoffrey Kasse Pittsburgh PA 06/2019 07/2021
Northwestern Mutual Investment Services Llc Pittsburgh PA 07/2019 07/2021
Fisher Investments Tampa FL 08/2021 Present
  • 04/2019 → 04/2019
    Cwm, Llc
    Omaha, NE
  • 04/2019 → 04/2019
    Cetera Advisor Network
    Washington, PA
  • 07/2014 → 04/2019
    Lpl Financial
    Washington, PA
  • 06/2019 → 07/2021
    Daniel Jenkins
    Pittsburgh, PA
  • 06/2019 → 07/2021
    Geoffrey Kasse
    Pittsburgh, PA
  • 07/2019 → 07/2021
    Northwestern Mutual Investment Services Llc
    Pittsburgh, PA
  • 08/2021 → Present
    Fisher Investments
    Tampa, FL
Previous Registrations
  • 2019-07-08 → 2021-08-06
    Northwestern Mutual Investment Services, Llc
    Pittsburgh, PA
  • 2019-04-02 → 2019-05-03
    Cwm, Llc
    Washington, PA
    Boston, MA
    Mcmurray, PA
    Hickory, PA
    Burgettstown, PA
    Bridgeville, PA
    Mcmurray, PA
    Canonsburg, PA
  • 2014-08-19 → 2019-04-08
    Lpl Financial Llc
    Washington, PA
    Washington, PA
    Washington, PA
    Bridgeville, PA
    Burgettstwon, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-18
  • S66 Uniform Combined State Law Examination
    2014-08-18
Other Names
  • Jacob Lippert
  • Jacob F Lippert
  • Jacob Francis Lippert

View on SEC IAPD

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AE WEALTH MANAGEMENT, LLC · Tampa, FL
INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL
TRUADVISORS · TAMPA, FL
AMERICAN FAMILY LEGACY GROUP · TAMPA, FL

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