Heather Anne Jacobsen

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

• 09/2012 → 10/2016
  Trader Joes
  Newport Coast, CA
• 08/2016 → 09/2018
  Meritage Wealth Management
  Santa Ana, CA
• 01/2017 → 12/2017
  National Planning Corporation
  Santa Ana, CA
• 09/2018 → Present
  Lpl Financial
  Santa Ana, CA

Other Businesses

1)09/25/2018 - Tax Prep/Accounting/CPA - Hoffski Pisano & Co - 5HRS/MO DURING TRADING - INVESTMENT RELATED - SANTA ANA, CA 92707 - Start date: 08/2016 2)09/25/2018 - DBA for LPL Business (entity for LPL business) - Meritage Wealth Management - 100% - INVESTMENT RELATED - SANTA ANA, CA 92707 - Start date: 08/2016 3)09/25/2018 - Notary - HEATHER ADAMS - 4HRS/MO DURING TRADING - INVESTMENT RELATED - SANTA ANA, CA 92707 - start date: 11/2016 4) 07/22/2025 - Outside/W-2 Employment - Not Inv Rel - Start date: 08/1/2025 - 10hr/mnth 0 hr during trading

Exams

• S66 Uniform Combined State Law Examination
  2019-06-20

Other Names

• Heather Anne Jacobsen
• Heather Adams
• Heather Anne Adams