Jacob Dean
Advisor at LPL Enterprise — Branson, MO
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.
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
< 1 year
Location
Branson, MO 65616
LPL Enterprise
Institution
Jacob Dean is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His work history includes roles at Robbins Financial LLC and Charles Schwab & Co., Inc. outside of his current position. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, retirement plans, and corporate entities. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers and wealth management programs.
Based on LPL Enterprise
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.
Branson, MO
1649 State Hwy 248, Suite 100
Branson MO 65616
Advisors at this office
2
Missouri
< 1 year of industry experience
LPL Enterprise LLC
2026 - Present • 1 year
Branson, MO
Robbins Financial LLC
2025 - Present • 1 year
Branson, MO
Charles Schwab & Co., Inc.
2025 - 2025 • 1 year
Phoenix, AZ
Charles Schwab
2024 - 2025 • 1 year
Phoenix, AZ
Kanakuk
2024 - 2024 • 1 year
Branson, MO
Full Time Education
2023 - 2024 • 1 year
Phoenix, AZ
Kanakuk
2023 - 2023 • 1 year
Branson, MO
Full Time Education
2022 - 2023 • 1 year
Phoenix, AZ
FireBirds
2022 - 2022 • 1 year
Lees Summit, MO
Full Time Education
2021 - 2022 • 1 year
Phoenix, AZ
Chick Fil A
2019 - 2021 • 2 years
Lees Summit, MO
Unemployed
2015 - 2019 • 4 years
Lees Summit, MO
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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