# Jacky Phan

Jacky Phan is an investment adviser representative (IAR) with state registration records since 2021, appearing at 4 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2025-09-29 | present | Yes |
| [ULRICH INVESTMENT CONSULTANTS](https://search.stillhousedata.com/firm/159499) | 2022-09-14 | 2025-10-14 | — |
| [CAPFINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/175112) | 2021-11-08 | 2022-08-23 | — |
| [COVENANT](https://search.stillhousedata.com/firm/152651) | 2021-10-26 | 2021-11-24 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7430536)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7430536.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.