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Jacob Dean

Advisor at LPL Enterprise — Branson, MO

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Branson, MO 65616

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,113

Across 867 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

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.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

Tax-loss harvesting

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

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.

Location

See office

Branson, MO

1649 State Hwy 248, Suite 100

Branson MO 65616

Advisors at this office

2

Most active in

Missouri

Work history

< 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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David D

Series 63, Series 66

Galena, MO

AGH Wealth Advisors, LLC

David Darby is a financial advisor with AGH Wealth Advisors, LLC in Galena, Missouri, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with AGH Wealth Advisors and LPL Financial since 2008. In addition to his advisory role, Darby is involved in third-party administration services related to payroll, HR, and retirement plan accounting through affiliated entities. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, financial planning, and consulting services. The firm employs tailored, discretionary investment management using fundamental and technical analysis, operates a wrap fee program, and is affiliated with the accounting firm Allen, Gibbs & Houlik, L.C.

General retirement planning General tax planning
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Darren G

Series 63, Series 66

Branson, MO

Eagle Strategies (NY Life)

Darren Godfrey is a financial advisor at Eagle Strategies (NY Life) with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Eagle Strategies since 2021. Prior to that, he was with APEX Financial Strategies, LLC for 10 years and has maintained affiliations with Nylife Securities Inc. and New York Life Insurance for nearly two decades. Outside of his advisory roles, he is involved with Herschend Family Entertainment. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary asset management model and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive

Rob J

Series 66

Branson, MO

Edward Jones

Rob Johns is a financial advisor at Edward Jones in Branson, MO, with 9 years of industry experience. He holds the Series 66 designation and previously worked at Central Bank of Branson from 2011 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Michael T

Series 66

Branson, MO

Edward Jones

Michael Taylor is a financial advisor with Edward Jones in Branson, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an organizer of March and October, LLC, an entity formed for property purchase in New Virginia, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Shay R

Series 66

Branson, MO

LPL Enterprise

Shay Robbins is a financial advisor with LPL Enterprise in Branson, MO, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, Robbins is involved as a silent partner in a local pizza business and participates as a speaker in seminars and workshops. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach with access to third-party asset managers and offers services such as financial planning, consulting, and participation in wrap programs.

Tax-loss harvesting
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Sean P

ChFC®, Series 63

Saddlebrooke, MO

Ameriprise

Sean Prewitt is a ChFC® credentialed financial advisor with Ameriprise, bringing 33 years of industry experience. He has been with Ameriprise and its predecessor firms since 2005. He also serves as an independent board member for AGF Mortgage Funding, LLC. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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