Best Investors Account Sign in

Jacob Henry Wharton

LPl Financial LLC

Baton Rouge, LA

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-08-21
  • LA RA
    APPROVED
    Since 2025-08-21

Branch Locations

3700 Essen Ln, Baton Rouge, LA 70809 • 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
First Horizon Bank Baton Rouge LA 02/2022 Present
Iberiabank Corporation Baton Rouge LA 07/2019 02/2022
Iberiabank Corporation Lafayette LA 01/2018 07/2019
Foster Marketing Lafayette LA 01/2017 06/2017
Student Lafayette LA 08/2015 05/2019
Lpl Financial Llc Lafayette LA 08/2025 Present
  • 02/2022 → Present
    First Horizon Bank
    Baton Rouge, LA
  • 07/2019 → 02/2022
    Iberiabank Corporation
    Baton Rouge, LA
  • 01/2018 → 07/2019
    Iberiabank Corporation
    Lafayette, LA
  • 01/2017 → 06/2017
    Foster Marketing
    Lafayette, LA
  • 08/2015 → 05/2019
    Student
    Lafayette, LA
  • 08/2025 → Present
    Lafayette, LA
Previous Registrations
  • 2024-12-26 → 2025-08-21
    First Horizon Advisors, Inc.
    Baton Rouge, LA
    Lafayette, LA
Other Businesses

1. 08/21/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/Trading- Start Date 07/30/2025 2. 08/21/2025- First Horizon Bank-Financial Institution Duty- INV Related- At Reported Business Location(s)- Start date 10/01/2023- 160 Hours Per Month- 160 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-20
  • S66 Uniform Combined State Law Examination
    2024-12-20
Other Names
  • Jake Wharton
  • Jacob Wharton

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Baton Rouge, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor