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Jacob Tyler Pollard

Advisor at LPL Financial — Oxford, AL Hillyer Robinson Pkwy

Updated today

Credentials

Series 63, Series 65

Experience

11 years

Location

Oxford, AL 36203

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,413 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Jacob Pollard is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at SIMOM Markets and Investment Professionals, Inc., as well as ownership of P&L Facility and Power Washing and J. Pollard Group LLC, both operating in Oxford, Alabama. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management options.

Client services

Based on LPL Financial

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

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Oxford, AL Hillyer Robinson Pkwy

1707 Hillyer Robinson Pkwy, Ste A

Oxford AL 36203

Advisors at this office

1

Most active in

Alabama

Work history

11 years of industry experience

LPL Financial, LLC

2023 - Present • 3 years

Anniston, AL

SIMOM Markets

2022 - 2022 • 1 year

Birmingham, AL

J. Pollard Group LLC

2021 - Present • 5 years

Oxford, AL

Whitfield Regional Hospital

2020 - 2021 • 1 year

Demopolis, AL

LPL Financial LLC

2020 - 2020 • 1 year

Birmingham, AL

Air Methods Corp.

2018 - 2019 • 1 year

Denver, CO

P&L Facility and Power Wash

2017 - Present • 9 years

Anniston, AL

Investment Professionals, Inc.

2016 - 2018 • 2 years

Gadsen, AL

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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Thomas M

Series 63

Anniston, AL

McNaron Group, Inc.

Thomas McNaron III is a financial advisor at McNaron Group, Inc. in Anniston, Alabama, holding a Series 63 designation with 33 years of industry experience. He has been with McNaron Group since 1985. McNaron Group, Inc. provides discretionary portfolio management to individuals, trusts, and small businesses, managing approximately $20.7 million across 43 client accounts. The firm employs a long-term, diversified investment approach focused primarily on common stocks and exchange-traded funds holding fixed-income securities, utilizing fundamental analysis and maintaining selective client relationships.

Active portfolio management
user avatar

Padric L

Series 65

Anniston, AL

McNaron Group, Inc.

Padric Lee is a Series 65 licensed financial advisor with three years of industry experience. He is currently with McNaron Group, Inc. and previously worked at StoneX Group Inc. and StoneX Financial Inc. Outside of his advisory role, he works part-time as a rideshare driver and bartender. McNaron Group, Inc. provides discretionary portfolio management to individuals, trusts, and small businesses. The firm employs a long-term, diversified investment approach focused mainly on common stocks and select fixed-income ETFs, managing approximately $20.7 million across 43 client accounts.

Active portfolio management
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Penny M

Series 65

Oxford, AL

Advisory Services Network

Penny Mccall is a financial advisor at Advisory Services Network with a Series 65 credential and three years of industry experience. She also manages McCall Financial & Benefits Group LLC, where she has worked since 2019, and has prior experience as an independent insurance agent. In addition to her advisory roles, she conducts occasional workshops and training for federal employees on retirement benefits through Federal Employee Retirement Consultants. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets with tailored strategies across various asset classes.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Kenneth R

Series 65

Anniston, AL

AE Wealth Management, LLC

Kenneth Reeves is a financial advisor at AE Wealth Management, LLC with a Series 65 license and experience in the industry since 2015. He previously worked at New York Life, Equis Financial, and founded Apex Financial Group, where he remains involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a wide range of clients, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers various services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that combines multiple model strategies and advisor-managed accounts.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Brittany C

Series 66

Anniston, AL

Truist Advisory Services

Brittany Cobb is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds the Series 66 designation and has held various roles within the Truist organization and its predecessors since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platform support.

Founder/Business Owner Executive
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Tyler P

Series 66

Anniston, AL

Raymond James & Associates

Tyler Pankey is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual and Auburn University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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