Jacob Sanders
Jacob Sanders is a CFP-designated registered investment advisor at LPL Financial LLC, based in Atlanta, GA, with 17 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
200 Ashford Ctr N Ste 400, Atlanta, GA, 30338
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Regulatory History
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 ActivitiesSells Insurance
Jacob operates Wealth Enhancement And Preservation Of GA and Surefooted Wealth as DBAs for his LPL business, dedicating full-time hours to these investment-related activities. He is also involved with The Milner Group, focusing on non-variable insurance, and Jacob Sanders Financial, LLC, an entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wealth Enhancement & Preservation
Capital Asset Advisory Services, LLC
Triad Advisors LLCBroker
Financial Network Associates, INC.
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations18 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.