Jacob Arthur Allred

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

• 01/2022 → Present
  B E Allred Investments Inc.
  San Diego, CA
• 01/2019 → 05/2022
  San Diego State University
  San Diego, CA
• 08/2018 → 01/2019
  Mesa Community College
  San Diego, CA
• 08/2014 → 08/2018
  Cathedral Catholic High School
  San Diego, CA
• 12/2022 → Present
  Lpl Financial Llc
  San Diego, CA

Other Businesses

1) 05/2023 - B E Allred Investment Inc. - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location - Start: 05/2023 2) 05/2023 - Allred Klein Enterprises, LLC - Business Owner - Manage planes for family business - Non-Inv Rel - San Diego, CA - Start 01/2022 - 10 Hr/Mth 3) 07/18/2024 - B&B Investment Services - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 04/22/2024 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2023-09-27