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Jacob R Fraylick

LPl Financial LLC

Athens, OH

CRD 7789614

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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:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-17
  • OH RA
    APPROVED
    Since 2025-03-17

Branch Locations

90 S. Shafer Street, Athens, OH 45701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oucu Financial Athens OH 07/2021 Present
Jimmy Johns Athens OH 01/2020 07/2021
Summit Motorsports Park Norwalk OH 05/2019 08/2019
Toft Dairy Ice Cream Parlor Sandusky OH 05/2019 08/2019
Invention Resturant Milan OH 05/2019 06/2019
Sawmill Creek Resort Huron OH 06/2017 08/2017
Ohio University Athens OH 01/2017 04/2018
Ohio University Athens OH 08/2016 01/2020
Lpl Financial Llc Athens OH 01/2025 Present
  • 07/2021 → Present
    Oucu Financial
    Athens, OH
  • 01/2020 → 07/2021
    Jimmy Johns
    Athens, OH
  • 05/2019 → 08/2019
    Summit Motorsports Park
    Norwalk, OH
  • 05/2019 → 08/2019
    Toft Dairy Ice Cream Parlor
    Sandusky, OH
  • 05/2019 → 06/2019
    Invention Resturant
    Milan, OH
  • 06/2017 → 08/2017
    Sawmill Creek Resort
    Huron, OH
  • 01/2017 → 04/2018
    Ohio University
    Athens, OH
  • 08/2016 → 01/2020
    Ohio University
    Athens, OH
  • 01/2025 → Present
    Athens, OH
Other Businesses

1) 01/09/2025 - OUCU Financial - Investment Related - Notary - At Reported Business Location(s) - Start Date:09/01/2023 - 1 Hrs/Mth - 9 Hrs During Trading. 2) 01/09/2025 - OUCU Investment Services - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: - 0 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-14
  • S66 Uniform Combined State Law Examination
    2025-03-14
Other Names
  • Jacob Fraylick

View on SEC IAPD

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