Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
New
Dylan Jacobs
Financial advisor at LPL Financial
Dylan Jacobs is a fiduciary financial advisor in Houston, Texas, registered since Sep 2026. Dylan joined LPL Financial in 2026, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
ExperienceNew to the profession (since Sep 2026)
How that compares ?New to the profession
Office915 Heights Blvd., Houston, TX 77008
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 ?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.
Series 66Uniform Combined State Law Examination
Career
- Oct 2026 – nowLPL Financial LLCCurrent firm
Questions to ask Dylan
Tailored to Dylan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dylan
How do I contact Dylan?
Call LPL Financial at 704-733-3300 and ask for Dylan Jacobs. Dylan works from the Houston, TX office.
How long has Dylan been a financial advisor?
Dylan is new to the profession, registered since Sep 2026, and holds 1 license.
What licenses does Dylan hold?
Series 66. Tap any license on this page to see what it allows.
Is Dylan a fiduciary?
Dylan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dylan paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dylan 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.
Other advisors nearby
Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
Symphony Financial
47yrs
Top advisor by experience at Symphony Financial
Wells Fargo Advisors
47yrs
Top 1% by experience in Houston
Raymond James & Associates
47yrs
Top 1% by experience in Houston
RBC Capital Markets
47yrs
Randy Nelson
Financial advisor
2 Post Oak Central 1980 Post Oak Blvd, Suite 1630 & 1525
Houston, TX 77056
Houston, TX 77056
Top 1% by experience in Houston