Jacob Colby Portka

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:

Current Employers

Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-01-28
MI	RA	APPROVED	2026-01-27

NJ RA
APPROVED

Since 2026-01-28
MI RA
APPROVED

Since 2026-01-27

Branch Locations

24 Frank Lloyd Wright Drive Suite L-4000, Ann Arbor, MI 48105 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Enterprise Llc	Ann Arbor	MI	09/2025	Present
Unemployed	Fredericksburg	VA	09/2019	09/2025
Students For Life Of America	Fredericksburg	VA	07/2018	09/2019
Cardinal Health	Ontario	CA	06/2017	08/2017
Unemployed	Fontana	CA	06/2016	08/2016
Benedictine College	Atchison	KS	06/2014	05/2018

09/2025 → Present

Lpl Enterprise Llc

Ann Arbor, MI
09/2019 → 09/2025

Unemployed

Fredericksburg, VA
07/2018 → 09/2019

Students For Life Of America

Fredericksburg, VA
06/2017 → 08/2017

Cardinal Health

Ontario, CA
06/2016 → 08/2016

Unemployed

Fontana, CA
06/2014 → 05/2018

Benedictine College

Atchison, KS

Other Businesses

1. 09/09/2025 - JACOB COLBY PORTKA N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Canton, MI - INV REL - Start Date 09/08/2025 - 160hrs/mth | 160hrs during trading 2. 09/09/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Canton, MI - INV REL - Start Date 09/08/2025 - 160hrs/mth | 160hrs during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-01-23

S66 Uniform Combined State Law Examination

2026-01-23

View on SEC IAPD