Lima, OH Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

3

Of 3,118 advisors across 856 offices

Location

102 Devonshire Dr.

Lima OH 45804

Advisors at this office

3

Advisors at this office

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Jacob E

Series 63

Lima, OH

LPL Enterprise

Jacob Elrod is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds a Series 63 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved with Ultimate Racing Promotions LLC in Bluffton, OH. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Jared H

Series 66

Lima, OH

LPL Enterprise

Jared Hollar is a financial advisor at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, Jared is involved in artistic pursuits as a commercial model and musician, maintaining an active presence on social media platforms such as TikTok and Instagram. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform that combines adviser programs with active sales of financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Ian A

Series 66

Lima, OH

LPL Enterprise

Ian Armentrout is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles at SmartSolve, FedEx, Thermal Gard, and Bowling Green State University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management through an integrated platform that combines advisory services with brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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