Joshua Jacoby (CRD# 7138941) is an Investment Advisor Representative working at Lpl Financial LLC in Springfield, IL and has over 4 years of experience in the finance industry.
CRD# 5991010
Private Advisor Group, LLC
CRD# 4361598
Horace Mann Investors, Inc.
CRD# 2402571
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Springfield, IL | Jan 2020 - Current | 4 |
| Axa Advisors, LLC | New York, NY | Jun 2019 - Nov 2019 | < 1 |
| Calloway State Farm | Maryville, IL | Jan 2019 - May 2019 | < 1 |
| Wal-mart | Glen Carbon, IL | Oct 2018 - May 2019 | < 1 |
| Southern Illinois University | Edwardsville, IL | Aug 2017 - May 2019 | 1 |
| Aerotek | Illiopolis, IL | May 2018 - Aug 2018 | < 1 |
| Richland Community College | Decatur, IL | Aug 2016 - Aug 2017 | 1 |
| Kroger | Decatur, IL | Jul 2016 - Aug 2017 | 1 |
| Maco | Mount Zion, IL | Jun 2015 - Aug 2017 | 2 |
| Argenta-oreana High School | Argenta, IL | Aug 2012 - Jun 2016 | 3 |
| Glenview Christmas Tree Farm | Argenta, IL | Jun 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- IL
- TX
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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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