JL
JL
Jack Lin
18 Years of Experience
San Francisco, CA
1 DisclosureBroker
Jack Lin is a registered investment advisor at Cetera Investment Advisers LLC, based in San Francisco, CA, with 18 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
1066 Grant Ave, San Francisco, CA, 94133
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Regulatory History (1)
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Employment Separation After Allegations
July 2014Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2023 - Present · 2 yrs 5 mos
Cetera Investment Services LLCBroker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
September 2014 - December 2023 · 9 yrs 3 mos
Ameriprise Financial Services, LLC
September 2014 - December 2023 · 9 yrs 3 mos
J.P. Morgan Securities LLCBroker
October 2012 - August 2014 · 1 yr 10 mos
J.P. Morgan Securities LLC
October 2012 - August 2014 · 1 yr 10 mos
Chase Investment Services CORP.
May 2009 - October 2012 · 3 yrs 5 mos
Chase Investment Services CORP.Broker
May 2009 - October 2012 · 3 yrs 5 mos
Wamu Investments, INC.
February 2008 - May 2009 · 1 yr 3 mos
Wamu Investments, INC.Broker
November 2007 - May 2009 · 1 yr 6 mos
State Registrations2 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.