Hibernia Wealth Partners
9yrs
9 years in the industry
17yrs
Avery Dean Jacobs
Financial advisor at LPL Financial
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 55% of advisors nationwide
Office6056 State Rte 53, Harvest, AL 35749
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Dec 2025 – nowLPL Financial LLCCurrent firm
Questions to ask Avery
Tailored to Avery’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Avery
How do I contact Avery?
Call LPL Financial at 704-733-3300 and ask for Avery Dean Jacobs. Avery works from the Harvest, AL office.
How long has Avery been a financial advisor?
Avery has been in the industry since 2009, about 17 years. More experience than 55% of advisors nationwide.
What licenses does Avery hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Avery a fiduciary?
Avery is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Avery paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Avery for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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