Jacob John Ritchie

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

• 06/2017 → 08/2017
  Chipotle
  Warren, MI
• 09/2017 → 12/2022
  Central Michigan University
  Mount Pleasant, MI
• 05/2020 → Present
  Us Tax
  Saint Clair Shores, MI
• 08/2023 → 06/2025
  Lpl Financial Llc
  Saint Clair Shores, MI
• 05/2015 → 06/2017
  Unemployed
  Warren, MI
• 07/2025 → Present
  Lpl Financial Llc
  Saint Clair Shores, MI

Other Businesses

1.08/01/2025 - U.S Tax - Business Entity For Tax Prep/Accounting/CPA- Inv Rel- Saint Clair Shores, MI 48080 - Start Date 04/01/2020 - 40 Hrs Per Mnth- 4 Hrs During Trading

Exams

• S66 Uniform Combined State Law Examination
  2025-12-18

Other Names

• Jacob Ritchie