JL
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
11 advisors
Number of Clients
131 clients
Average Client Portfolio
$564.9M average
Assets Under Management
$74.0B
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Advisor Information
Office location
Cumming, GA
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jacob is an independent contractor travel agent with Vacations by Olivia LLC. He is also a member of two LLCs solely for estate planning purposes.
Employment History
Current Registrations
Proshare Advisors LLC
September 2024 - Present · 1 yr 4 mos
Profunds Distributors, INC.
August 2024 - Present · 1 yr 5 mos
Profunds Distributors, INC.Broker
August 2024 - Present · 1 yr 5 mos
Previous Registrations
Invesco Distributors, INC.Broker
January 2020 - July 2024 · 4 yrs 6 mos
Invesco Advisers, INC.
January 2020 - July 2024 · 4 yrs 6 mos
J.P. Morgan Securities LLC
October 2017 - December 2019 · 2 yrs 2 mos
J.P. Morgan Securities LLC Broker
October 2017 - December 2019 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2014 - August 2017 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 2014 - August 2017 · 2 yrs 10 mos
State Registrations4 states
GAMDNCSC
AdvisorBroker
Exams
No exam information available for this advisor.