Jacob Wharton is a registered investment advisor at LPL Financial LLC, based in Baton Rouge, LA, with 2 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
3700 Essen Ln, Baton Rouge, LA, 70809
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob works full-time as a Private Client Relationship Manager at First Horizon Bank, managing bank accounts and lending. He also refers clients to in-house wealth advisors for wealth-related services.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
First Horizon Advisors, INC
First Horizon Advisors, INC.Broker
State Registrations1 state
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