Jacques Ariel Bolivar

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

• 09/2009 → Present
  Lpl Financial, Llc
  Albany, CA
• 12/2000 → Present
  Pharaoh Financial Group, Inc.
  Albany, CA

Previous Registrations

• 2009-02-27 → 2012-12-31
  Pharaoh Financial Group, Inc.
  Pacific Grove, CA
• 2008-12-03 → 2009-11-13
  Associated Securities Corp.
  Boston, MA
  Berkeley, CA
  San Mateo, CA
• 2002-07-30 → 2008-12-04
  Fsc Securities Corporation
  Berkeley, CA
• 2001-03-19 → 2005-12-31
  Pharaoh Financial Group, Inc.
  Berkeley, CA

Other Businesses

(1) 07/19/2010; Pharaoh Financial Group, Inc.; Non-Variable Insurance DBA; INV REL; AT REPORTED BUSINESS LOCATION(S); Fixed Annuities, Life, LTC,. (2) 03/01/2011; Pharaoh Financial Group, inc.; Registered Investment Advisor DBA; (FP) Pharaoh Financial Group, inc.; INV REL; AT REPORTED BUSINESS LOCATION(S);I provide both financial plans or advice for hourly and/or fixed fees. TIME SPENT 20% (3) 02/26/2014; Bolivar Family Trust dtd 08/06/2003; Real Estate Rental; NOT INV REL; AT REPORTED BUSINESS LOCATION(S); TIME SPENT 5%. (4) 11/20/2014; Pharaoh Financial & Insurance Services; Non-Variable Insurance; INV REL; AT REPORTED BUSINESS LOCATION; START DATE 12/11/2000;This is not an agency. It is the state of CA required DBA for Pharaoh Financial Group, Inc.; 1 HR/MO; 0 HRS DURING SECS TRADING HRS. (5) 3/28/2016 - Pharaoh Financial Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date: 12/18/2000 - 30 Hours Per Month/20 Hours During Securities Trading - Time Spent 19% - I provide financial planning and consulting services through Pharaoh Financial Group, Inc., an independent investment advisor firm. I started this business activity in 12/2000. I expect to spend approximately 30 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. (6) 3/22/2018 - No Business Name - Investment Related - 502 Lobos Avenue, Pacific Grove, CA 93950 - Real Estate Rental - Started 02/21/2018 - 1 Hour Per Month/0 Hours During Securities Trading. (7) 9/17/2020 - No Business Name - Investment Related - 197 Cypress Place, Sausalito, CA 94965 - Real Estate Rental - Start Date: 8/1/2020 - 1 Hour Per Month/0 Hours During Securities Trading - This property is being rented to Pharaoh Financial Group, Inc.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-28
• S63 Uniform Securities Agent State Law Examination
  1999-03-19

Designations

• Certified Financial Planner