Jacob David See

Current Employers

Employment History

• 05/2022 → Present
  Lpl Financial, Llc
  Roselle, IL
• 05/2020 → 08/2021
  Napa Auto Parts
  Hampshire, IL
• 08/2019 → 05/2023
  North Central College
  Naperville, IL
• 08/2015 → 06/2019
  Hampshire High School
  Hampshire, IL
• 12/2023 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Other Businesses

1.08/18/2023 - Midwest Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At reported business location(s) - Start date: 08/09/2023 2. 08/20/2025 - NewEdge Advisors - Registered Investment Advisor Hybrid - Inv Rel - At reported business location(s) - Start date: 12/14/2023 - 160hrs/mnth during Trading. I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 08/26/2025 - NewEdge Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At reported business location(s) - Start date: 08/22/2025 - 160hrs/mnth during Trading 4. 01/20/2026 - Midwest Small Business Accounting and Tax - Tax Prep/Accounting/CPA - Tax Assistant - Not Investment Related - At Reported Business Location(s) - Start Date 02/02/2026 - 25 hours per month/ 10 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2023-10-26

Other Names

• Jake David See