Adviser and broker representative · Lincoln Investment
Jacob Baucco
CRD 7578824 · Shaker Heights, OH
At a glance
Jacob Baucco is an investment adviser representative with Lincoln Investment in Shaker Heights, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jacob’s SEC record dates to 2024, about 2 years ago. Jacob is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Lincoln InvestmentSince April 2024Shaker Heights, OH · $22B in regulatory assets
- Capital Advisors, Ltd., LLCSince May 2024Cleveland, OH · $1.4B in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jacob’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.