Francine Crystal Jacoby

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 05/1992 → 11/2024
  Pruco Securities, Llc.
  Indianapolis, IN
• 05/1992 → Present
  Prudential Insurance Company Of America
  Indianapolis, IN
• 11/2024 → Present
  Lpl Enterprise, Llc
  Indianapolis, IN

Previous Registrations

• 1996-05-31 → 2024-11-14
  Pruco Securities, Llc.
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

1) 10/08/2024- Indianapolis Zoo- Non-Profit Board Member- Advisory- Not INV Related- At Indianapolis, IN- Start date 01/03/2000- 10 HRS MTH- 0 HRS During Trading 2) 10/21/2024- Jacoby LLC- Business Entity For Tax/Investment Purposes Only- Management- At Indianapolis, IN- Start date 01/03/2005- 1 HRS MTH- 0 HRS During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-05
• S63 Uniform Securities Agent State Law Examination
  1984-01-16

Other Names

• Fran Jacoby
• Francine Jacoby