Jacob Poulos (CRD# 7637409) is an Investment Advisor Representative working at Lpl Financial LLC in Horsham, PA and has 1 year of experience in the finance industry.
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Horsham, PA | Sep 2022 - Current | 1 |
| Unemployed | Conshohocken, PA | Aug 2022 - Sep 2022 | < 1 |
| Shiftmed | Conshohocken, PA | Jun 2022 - Aug 2022 | < 1 |
| The Judge Group | Wayne, PA | Aug 2021 - Jun 2022 | < 1 |
| Maxim Healthcare Group | Bala Cynwyd, PA | Oct 2019 - Aug 2021 | 1 |
| Teleflex | Wayne, PA | Aug 2019 - Oct 2019 | < 1 |
| Isabelle's Kitchen | Harleysville, PA | May 2019 - Aug 2019 | < 1 |
| Student | State College, PA | Aug 2015 - May 2019 | 3 |
| Student | Radnor, PA | Sep 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2024 |
- PA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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