Libin James Jacob
Professional Summary
Libin James Jacob, who also goes by Libin Jacob, is a registered financial advisor currently at ORION PORTFOLIO SOLUTIONS, LLC located in Berwyn, Pennsylvania and BRINKER CAPITAL SECURITIES, LLC located in King Of Prussia, Pennsylvania. Libin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Libin has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Libin Jacob
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
Years of Experience
10 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
Current Firm
BRINKER CAPITAL INVESTMENTS | ORION PORTFOLIO SOLUTIONS, LLC. | ORION PORTFOLIO SOLUTIONS, LLC | CLS INVESTMENTS, LLC | CLS INVESTMENT FIRM, LLC | CLARKE LANZEN SKALLA INVESTMENT FIRM, LLC | CLARKE LANZEN SKALLA INVESTMENT FIRM INC | BRINKER CAPITAL INVESTMENTS, LLC.
Contact Information
Main Address
17605 Wright St, Omaha, NE 68130Mailing Address
2300 Litton Lane Suite 100, Hebron, KY 41048Phone Number
(859) 426-2000# of Employees
305SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
276,041AUM (Assets Under Management)
$64,842,135,351Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | Cover Page | Report |
| 10/21/2024 | Cover Page | Report |
| 01/17/2024 | Cover Page | Report |
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
Primary Firm SEC Registration
BRINKER CAPITAL INVESTMENTS | ORION PORTFOLIO SOLUTIONS, LLC. | ORION PORTFOLIO SOLUTIONS, LLC | CLS INVESTMENTS, LLC | CLS INVESTMENT FIRM, LLC | CLARKE LANZEN SKALLA INVESTMENT FIRM, LLC | CLARKE LANZEN SKALLA INVESTMENT FIRM INC | BRINKER CAPITAL INVESTMENTS, LLC.
State Registrations and Notice Filings
(1/17/2023)
(10/31/2016)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
CRS (Client Relationship Summary) - RIA
Click below to view Libin James Jacob's CRS (Customer Relationship Summary).
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC