JACOB T GORMAN is an investment adviser representative (IAR) with state registration records since 2023, appearing at 4 firms. Currently registered with LINCOLN INVESTMENT PLANNING, LLC, K2 FINANCIAL INC..
| Firm | From | To | Current |
|---|---|---|---|
| K2 FINANCIAL INC. | 2023-11-22 | present | Yes |
| LINCOLN INVESTMENT PLANNING, LLC | 2023-11-16 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-10-02 | 2023-10-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-01-20 | 2023-08-09 | — |