Jacob Staub

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

• 03/2017 → 10/2017
  Td Ameritrade
  Omaha, NE
• 06/2015 → 03/2017
  First National Bank Of Omaha
  Omaha, NE
• 10/2017 → 02/2019
  Artmonik Llc
  La Vista, NE
• 02/2019 → 02/2023
  Bancwest Investment Services
  Omaha, NE
• 02/2019 → 02/2023
  Bank Of The West
  Omaha, NE
• 02/2023 → Present
  Lpl Financial Llc
  Elkhorn, NE

Previous Registrations

• 2022-09-30 → 2023-02-10
  Bancwest Investment Services, Inc.
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-29
• S63 Uniform Securities Agent State Law Examination
  2017-04-25

Other Names

• Jacob John Staub