Jacob Siano Whalen is an investment adviser representative (IAR) with state registration records since 2017, appearing at 3 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2023-03-07 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2018-12-18 | 2023-02-23 | — |
| EQUITABLE ADVISORS, LLC | 2017-09-11 | 2018-10-19 | — |