Vincent Jacobs

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

• 05/2017 → 06/2024
  Edward Jones
  Long Beach, CA
• 06/2016 → 04/2017
  Anchor Loans
  Calabasas, CA
• 01/2009 → 11/2016
  Fred Jacobs Truck & Equipment, Inc.
  Long Beach, CA
• 08/2024 → Present
  Lpl Financial
  Huntington Beach, CA
• 07/2024 → 07/2024
  Unemployed
  Long Beach, CA

Previous Registrations

• 2017-08-31 → 2024-07-08
  Edward Jones
  Long Beach, CA
  St Louis, MO
  Long Beach, CA
  Algona, CA
  Long Beach, CA

Other Businesses

1)08/05/2024 - Real Estate Rental - Owner - Inv Rel - Long Beach CA - Start: 09/2021 - 1 Hr/Mth 2)08/05/2024 - First Security Real Estate - Mortgage/Real Estate Services - Agent - Inv Rel - Long Beach, CA - Start: 03/2009 - 1 Hr/Mth 3) 10/01/2025- Vincent D. Jacobs Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/29/2025- 40 Hours Per Month- 40 Hours During trading

Exams

• S66 Uniform Combined State Law Examination
  2017-07-15

Other Names

• Vincent Demille Jacobs