Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
9yrs
Jake Arbon
Financial advisor at LPL Financial
Jake Arbon has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Salt Lake City, Utah. Jake has been with LPL Financial since 2024; before that, Jake spent six years at Wells Fargo Advisors. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
OfficeOne South Main Street, Salt Lake City, UT 84133
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowLPL Financial LLCCurrent firm
- 2017 – 2024Wells Fargo Clearing Services, LLCPreviously
Contact Jake
One South Main StreetSalt Lake City, UT 84133Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Jake
Tailored to Jake’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 Jake
How do I contact Jake?
Call LPL Financial at (704) 733-3300 and ask for Jake Arbon. Jake works from the Salt Lake City, UT office.
How long has Jake been a financial advisor?
Jake has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Jake hold?
Series 66. Tap any license on this page to see what it allows.
Is Jake a fiduciary?
Jake is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jake paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jake for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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