Ethan Jacobson is a registered investment advisor at LPL Financial LLC, based in Cedar Falls, IA, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
411 Clay Street (Br #1), Cedar Falls, IA, 50613
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ethan operates Jacobson Financial Services, LLC and Jacobson & Co as DBAs for his LPL business, dedicating full-time hours to these activities. He also owns Jacobson Tax Solutions, LLC, a tax preparation and accounting business, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
LPL Financial Corporation
LPL Financial CorporationBroker
LPL Financial Corporation
LPL Financial CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.