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Jacob Andrew Vanlenten

LPl Financial LLC

Irwin, PA

CRD 7825950

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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
PA RA APPROVED 2025-12-11
  • PA RA
    APPROVED
    Since 2025-12-11

Branch Locations

Irwin, PA • 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
Mariner Wealth Advisors Overland Park KS 09/2023 11/2025
Cadiemaster Kiawah Island, Sc SC 04/2021 01/2022
Highland Tank Manufacturing & Co. Stoystown PA 05/2022 08/2022
Adgiraffe Myrtle Beach SC 05/2022 01/2023
Unemployed Somerset PA 01/2010 04/2021
Unemployed Somerset PA 01/2023 08/2023
College Of Charleston Charleston SC 01/2022 04/2022
Lpl Financial Irwin PA 12/2025 Present
  • 09/2023 → 11/2025
    Mariner Wealth Advisors
    Overland Park, KS
  • 04/2021 → 01/2022
    Cadiemaster
    Kiawah Island, Sc, SC
  • 05/2022 → 08/2022
    Highland Tank Manufacturing & Co.
    Stoystown, PA
  • 05/2022 → 01/2023
    Adgiraffe
    Myrtle Beach, SC
  • 01/2010 → 04/2021
    Unemployed
    Somerset, PA
  • 01/2023 → 08/2023
    Unemployed
    Somerset, PA
  • 01/2022 → 04/2022
    College Of Charleston
    Charleston, SC
  • 12/2025 → Present
    Lpl Financial
    Irwin, PA
Previous Registrations
  • 2023-10-25 → 2025-11-26
    Mariner
    Pittsburgh, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-01-03
S65 Uniform Investment Adviser Law Examination 2023-10-20
  • S63 Uniform Securities Agent State Law Examination
    2026-01-03
  • S65 Uniform Investment Adviser Law Examination
    2023-10-20

View on SEC IAPD

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