Jacob Ceschin
Jacob Ceschin is a registered investment advisor at LPL Financial LLC, based in Scottsdale, AZ, with 8 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
8687 E Via De Ventura Ste 200, Scottsdale, AZ, 85258
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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 under Progressive Financial Concepts and WCG Wealth Advisors, LLC as DBAs for his LPL business, dedicating full-time hours to these investment-related activities. He also works as an agent selling non-variable insurance, spending about 10-20% of his time on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Mutual of Omaha Investor Services, INC.Broker
Mutual of Omaha Investor Services, INC.
State Registrations2 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.