Lynden, WA Front St Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves individuals (including high‑net‑worth and non‑HNW clients), retirement plans and plan participants, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives (IARs). The firm offers financial planning, a variety of advisory programs (wrap, model and TAMP offerings), retirement plan consulting, 529 account management, and brokerage services, with program descriptions and client agreements provided through the IARs.
The firm provides both discretionary and non‑discretionary management across its programs and makes available model portfolios and research from LPL Research, third‑party subadvisors, and TAMP sponsors; LPL Research describes strategic (three‑ to five‑year) and tactical model approaches and supports diversified and alternative strategies. LPL also offers overlay portfolio management, direct indexing options, the Bank Wealth Program for institutional clients, and participant advice programs (IPA/OPA), and discloses use of technologies such as machine learning along with broad risk disclosures for many security types.
Compared with many peers, LPL’s brochure documents a substantial scope of non‑advisory product activity—an affiliated insurance agency (LPLIA) and continued insurance product sales by IARs, a collateralized lending program including LPL’s Secured Credit Account, and a credit‑card offering through a partner bank—alongside its advisory businesses. The brochure also discloses that LPL advertises performance results but does not present hypothetical performance, and it includes a summary of recent regulatory enforcement matters and remedial undertakings.
Based on LPL Financial
Location
1900 Front St , Ste 101
Lynden WA 98264
Advisors at this office
3
Advisors at this office
Israel J
Series 63, Series 65
Lynden, WA
LPL Financial
Israel Jacob is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes over two decades at LPL Financial with a period at Raymond James Financial Services Advisors Inc. He is also involved with KJ Wealth Group LLC, a business entity for tax and investment purposes unrelated to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and providing access to model portfolios, research, and various wealth management technologies.
Lucas J
Series 66
Lynden, WA
LPL Financial
Lucas Jacob is a Series 66–licensed financial advisor with seven years of industry experience. He has worked at LPL Financial since 2025 and previously spent six years with Raymond James Financial Services. Jacob holds a notary public role in Lynden, WA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.
Matthew K
ChFC®, Series 63, Series 65
Lynden, WA
LPL Financial
Matthew Kok is a ChFC® credentialed advisor with 28 years of industry experience, currently serving at LPL Financial. He has previously worked at Raymond James Financial Services Advisors Inc. and Peoples Bank. He is involved with KJ Wealth Group LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting, utilizing a mix of discretionary and non-discretionary portfolio management supported by proprietary and third-party research.
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