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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-04-04
  • TN RA
    APPROVED
    Since 2023-04-04

Branch Locations

103 Commerce Street, Sevierville, TN 37876 • United States

305 Madison Avenue, Morristown, NJ 07960 • 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
Lpl Financial, Llc. Sevierville TN 08/2022 Present
Private Advisor Group Sevierville TN 08/2022 Present
Bunch Family Holdings, Llc. Bean Station TN 05/2022 Present
Haslam College Of Business - University Of Tennessee Knoxville TN 01/2020 05/2022
Maryville College - Bonner Scholar Maryville TN 08/2018 01/2020
Emerald Youth Foundation Knoxville TN 08/2018 01/2020
Helen Ross Mcnabb Center Maryville TN 08/2018 01/2020
Holts, Llc. Bean Station TN 01/2016 08/2018
Grainger County Schools Bean Station TN 08/2012 05/2018
Private Advisor Group, Llc Morristown NJ 03/2023 Present
  • 08/2022 → Present
    Lpl Financial, Llc.
    Sevierville, TN
  • 08/2022 → Present
    Private Advisor Group
    Sevierville, TN
  • 05/2022 → Present
    Bunch Family Holdings, Llc.
    Bean Station, TN
  • 01/2020 → 05/2022
    Haslam College Of Business - University Of Tennessee
    Knoxville, TN
  • 08/2018 → 01/2020
    Maryville College - Bonner Scholar
    Maryville, TN
  • 08/2018 → 01/2020
    Emerald Youth Foundation
    Knoxville, TN
  • 08/2018 → 01/2020
    Helen Ross Mcnabb Center
    Maryville, TN
  • 01/2016 → 08/2018
    Holts, Llc.
    Bean Station, TN
  • 08/2012 → 05/2018
    Grainger County Schools
    Bean Station, TN
  • 03/2023 → Present
    Morristown, NJ
Other Businesses

1) 11/2022 - Capital Wealth Counsel / DBA for LPL Business (entity for LPL business) / Investment Related / HRs Per Month 160 / 100% / HRs During Trading 8 / Sevierville, TN 2) 11/2022 - Bunch Family Holdings, LLC / Business Entity For Tax/Investment Purposes Only / Investment Related /HRs Per Month 1 / 1% / HRs During Trading 0 / 3) 11/29/2022 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin - Start Date - 08/01/2022 - 140 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - provide administrative support to Independent Advisor Alliance., an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 140 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. 4) 04/17/2024 - Bunch Construction Company, LLC - Real Estate Rental - Investment Related - Bean Station, TN - Start Date 05/01/2024 - 0 Hours Per Month/ During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-17
  • S66 Uniform Combined State Law Examination
    2023-03-17
Other Names
  • Jacob Bunch

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