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Jacob R. Mack

MLP3, LLC·LINWOOD, New Jersey
SIE, Series 7, Series 63, Series 65CFPClean record20 years registeredMLP3, LLC
650 NEW ROAD, LINWOOD, NJ 08221CRD# 4354369Firm CRD# 296314

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacob R. Mack · LINWOOD, NJ
Registration
CRD #4354369 · MLP3, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

MASTERS LEGACY PLANNING
Jul 2018 – present
COMMONWEALTH FINANCIAL NETWORK
Sep 2006 – Oct 2018
LINWOOD, NJ
MASTERS LEGACY PLANNING, INC.
Sep 2006 – Jun 2016
LINWOOD, NJ
EDWARD JONES
Jul 2006 – Sep 2006
MARMORA, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · July 18, 2006
Years registered · 20
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MLP3, LLC
CRD 296314 · SEC 801-113681
AUM
$214M
Regulatory assets under management
Employees
5
326 client accounts
Services offered by MLP3, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MLP3, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jacob R. Mack offer?
Jacob R. Mack specializes in Financial Planning, Investment Management. Contact their office in LINWOOD, New Jersey for a consultation.
What are Jacob R. Mack's credentials?
Jacob R. Mack holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jacob R. Mack located?
Jacob R. Mack is based in LINWOOD, New Jersey, working with MLP3, LLC. Their office serves clients in the LINWOOD metropolitan area and surrounding communities.
How does Jacob R. Mack charge for services?
Jacob R. Mack's firm is compensated through percentage of aum, subscription fees, other: bill payment service and tax service coordination. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MLP3, LLC?
MLP3, LLC has approximately 5 employees and manages $214M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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LINWOOD, NJ

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