Jack Philip Firriolo

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-11-15
PA	RA	APPROVED	2016-05-16

TX RA
APPROVED_RES

Since 2019-11-15
PA RA
APPROVED

Since 2016-05-16

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

6220 Lower York Rd Ste E, New Hope, PA 18938 • United States

Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2016-12-02

PA RA
APPROVED

Since 2016-12-02

Branch Locations

6220 Lower York Rd Ste E, New Hope, PA 18938 • 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

Organization	City	State	From	To
Lincoln Investment Planning	Fort Washington	PA	07/2015	Present

07/2015 → Present

Lincoln Investment Planning

Fort Washington, PA

Other Businesses

ENCOMPASS WEALTH & LEGACY PLANNING LLC POSITION: Financial Professional, Employee NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 202 SECURITIES TRADING HOURS: 202 START DATE: 06/15/2022 ADDRESS: 6220 Lower York Rd, Suite E, New Hope PA 18938, United States DESCRIPTION: Assisting clients with financial planning through Lincoln

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-05-12

S66 Uniform Combined State Law Examination

2016-05-12

View on SEC IAPD