Jacob Palmer
Investment Adviser Representative at LPL Enterprise, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Palmer is an investment adviser representative with LPL Enterprise, LLC in Mt. Pleasant, SC, where they have been registered since 2024. They have worked in the securities industry since 2021 and were previously registered with Prudential Financial Planning Services. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Rhode Island and South Carolina.
Office
Advisors at this office: 23
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Rhode Island, South Carolina
- Broker:
8 states and territories
Connecticut, Florida, Maine, Massachusetts, New York, North Carolina, Rhode Island, South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pruco Securities, LLC.Aug 2021 – Nov 2024Warwick, RI
- Davenports Family RestaurantJun 2020 – Sep 2020Cumberland, RI
- Georges of GalileeJun 2019 – Sep 2019Narragansett, RI
- University of Rhode IslandSep 2017 – Jun 2019Kingston, RI
- UnemployedJan 2011 – Aug 2017North Smithfield, RI
- UnemployedSep 2020 – Aug 2021North Smithfield, RI
- UnemployedOct 2019 – Jun 2020North Smithfield, RI
- Prudential Insurance Company of AmericaDec 2021 – no end date reportedWarwick, RI
- LPL Enterprise, LLCNov 2024 – no end date reportedWarwick, RI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LPL Enterprise, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3,088
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Fort Mill, SC
- SEC file number:
- 801-130883
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 15, 2026
View full firm profileOther advisors at LPL Enterprise, LLC
Showing 12 of 3,088 in the directory
Similar advisors in Mt. Pleasant, SC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Palmer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched