Lucas David Repp Jacob

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

• 04/2018 → 02/2019
  Raymond James Financial Services, Inc.
  Lynden, WA
• 02/2019 → 05/2019
  Raymond James Financial Services, Inc.
  Lynden, WA
• 05/2016 → 04/2018
  Peoples Bank
  Bellingham, WA
• 05/2019 → 09/2025
  Raymond James Financial Services Advisors, Inc.
  Lynden, WA
• 05/2019 → 09/2025
  Raymond James Financial Services, Inc.
  Lynden, WA
• 09/2025 → Present
  Lpl Financial Llc
  Lynden, WA

Previous Registrations

• 2019-05-23 → 2025-10-01
  Raymond James Financial Services Advisors, Inc
  Lynden, WA

Other Businesses

1. 06/2025- Lucas Jacob - Notary - Notary - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Lynden, WA 98264 - OBA Start Date: 01/01/2017 2.06/2025 - PEAK FINANCIAL GROUP - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 80 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 9/30/2025

Exams

• S66 Uniform Combined State Law Examination
  2019-05-21

Other Names

• Luke Jacob