Jacob Yashar

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

• 06/1981 → 11/2024
  Pruco Securities,Llc
  Los Angeles, CA
• 06/1981 → Present
  The Prudential Insurance Company Of America
  Los Angeles, CA
• 12/2013 → 09/2022
  California Health Benefit Exchange
  Los Angeles, CA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Los Angeles, CA

Previous Registrations

• 2002-03-21 → 2024-11-14
  Pruco Securities, Llc.
  Los Angeles, CA
  Los Angeles, CA
  El Segundo, CA
  Sherman Oaks, CA
  Los Angeles, CA
  Sherman Oaks, CA

Other Businesses

1) 01/16/2025 - Atlas RE - Real Estate Rental - Atlas RE manages the following properties for LLCs listed above: 8740 S. Lafayette Av. Chicago IL 60620 - INV Related - At Beverly Hills, CA - Start date 03/10/2022 - 1hrs/mth - 0hrs During Trading 2) 12/18/2024 - self - Non-Variable Insurance/Insurance Agency - market individual medical insurance - Inv Related - At Los Angeles CA - Start Date 07/07/1981 - 1hr/mth - 0hrs during trading 3) 01/16/2025 - ATLAS RE - Real Estate Rental - Atlas RE manages the following properties for the owners listed above: 145 S Western Ave Chicago, IL 60612 - 100 S Northwest Hwy Park Ridge IL 60068 - 1000 E 162nd St South Holland, IL 60473 - INV Related - At Beverly Hills, CA - Start Date 1/12/2022 - 2hrs/mth - 0hrs During Trading 4) 01/16/2025 - ATLAS RE - Real Estate Rental - Atlas RE manages the following property for the owners listed above: 3722-3738 Tweedy Blvd Southgate CA 90280 - INV Related - At Beverly Hills, CA - Start Date 12/1/2004 - 10hrs/mth - 1hrs During Trading 5) 01/16/2025 - ATLAS RE - Real Estate Rental - Atlas RE manages the following property for the owners listed above: 4749 Artesia Blvd Lawndale CA 90260 - INV Related - At Beverly Hills, CA - Start Date 5/01/2012 - 1hrs/mth - 0hrs During Trading 6) 01/16/2025 - ATLAS RE - Real Estate Rental - Atlas RE manages the following property for the owners listed above: 8531 S Figueroa St Los Angeles 90003 - INV Related - At Beverly Hills, CA - Start Date 05/01/2012 - 0hrs/mth - 0hrs During Trading 7) 01/16/2025 - NIC RE Management - Real Estate Rental - NIC RE Management manages the following property for the owners listed above: 8531 S Figueroa St Los Angeles 90003 - INV Related - At Los Angeles, CA - Start Date 06/01/2004 - 1hrs/mth - 0hrs During Tading

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-12-15
• S63 Uniform Securities Agent State Law Examination
  1997-06-24

Designations

• Certified Financial Planner
• Chartered Financial Consultant