Northbrook, IL Huehl Road Office

Charles Rosen is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions at Aegis Capital Corp and Marc Jacobson and Associates. Rosen is also an Assistant Vice President of Operations at Marc Jacobson & Associates LLC. 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 brokerage and insurance products via an integrated platform.

Wendy Jacobson Rosen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes long tenures at Prudential Insurance Company of America and Pruco Securities, LLC, as well as prior work at Marc Jacobson & Associates. 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 portfolios, third-party asset management arrangements, and a wide range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with active sales of financial products.

Yakov Baylis is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds a Series 66 credential and has held roles at Prudential Insurance Company of America and Pruco Securities, LLC. Baylis serves as Vice President of the Estes and Washtenaw Condo Association board. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes an integrated platform combining adviser programs with the sale of financial products and manages investments through proprietary and third-party portfolios.