Jacob Olson is a registered investment advisor at LPL Financial LLC, based in West Des Moines, IA, with 1 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
4201 Westown Pkwy Ste 330, West Des Moines, IA, 50266
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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.
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Jacob spends nearly all of his time on Harvest Point Wealth Management, a DBA for his LPL business. He also dedicates minimal time to Helical Research, participating in market research surveys.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
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