Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
13 years
Location
Bridgeport, NE 69336
LPL Financial
Institution
Benjamin Jacoby is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 13 years of industry experience. He has previously worked with Waddell & Reed and has been involved in business entities such as KJ Partners LLC and MOBA J LLC. Jacoby has also served the Bridgeport community through roles with the Bridgeport Community Center Foundation and the Bridgeport Lions Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Bridgeport, NE L Street
902 L Street
Bridgeport NE 69336
Advisors at this office
1
Nebraska · Texas
13 years of industry experience
LPL Financial
2021 - Present • 5 years
Bridgeport, NE
Moba J LLC
2021 - 2021 • 1 year
Bridgeport, NE
City of Bridgeport
2018 - 2021 • 3 years
Bridgeport, NE
KJ Partners LLC
2018 - 2021 • 3 years
Lincoln, NE
Bridgeport Community Center Foundation
2018 - 2021 • 3 years
Bridgeport, NE
Bridgeport Lions Club
2015 - 2017 • 2 years
Bridgeport, NE
Various Insurance Carriers For W&R Insurance Agencies
2012 - 2021 • 9 years
Bridgeport, NE
Waddell & Reed, INC.
2012 - 2021 • 9 years
Bridgeport, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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