Jacob Peter Mccollum

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

• 08/2016 → 08/2020
  Eureka High School
  Eureka, MO
• 08/2020 → Present
  Truman State University
  Kirksville, MO
• 07/2022 → Present
  Lpl Financial
  San Diego, CA

Other Businesses

1-07/2022 / RESOURCE ONE ADVISORS LLC / DBA for LPL Business (entity for LPL business) / Investment Related / SAINT ALBANS, MO 2) 03/06/2025 - Eureka High School Football - Eureka, MO - Other - Sports -- Coaching - Not Investment Related - Start Date:08/06/2025 - 20 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-05

Other Names

• Jacob Mccollum