Jake Patrick Luken
Financial advisor at Dimensional Fund Advisors LP · Charlotte, NC
Last updated 2026-10-10
Claim your profileJake Patrick Luken is a financial advisor at Dimensional Fund Advisors LP in Charlotte, NC, CRD 6444721. Licenses and exams on the registration: Series 66. IAPD registration began 2016-07-27.
Registration
- CRD number
- 6444721
- Registration status
- Active
- IAPD registration
- 2016-07-27
- Industry Experience
- 10 years
- Work Experience
- 9 years
- States registered
- TX
Licenses and exams
- Series 66
Work history
- 2016-12 to 2019-03 · The Vanguard Group, Inc. · Charlotte, NC
- 2019-04 to Present · Dimensional Fund Advisors · Charlotte, NC
Current employment
- Dimensional Fund Advisors LP · Austin, TX
Dimensional Fund Advisors LP
- Regulatory AUM
- $1,020,359,585,441
- Registered advisors
- 254
- Offices
- 11
- Clients per advisor
- 9.1 (Low)
- Average AUM per client
- $441.5M (High)
- High-net-worth client ratio
- 82.2% (High)
Dimensional Fund Advisors LP: advisors, services and reported ETF investments
About
Jake Patrick Luken is a financial advisor at Dimensional Fund Advisors LP in Charlotte, NC. Reported securities licenses include Series 66. The latest record indicates 10 years of industry experience and 9 years of reported work history. Reported roles include Dimensional Fund Advisors, The Vanguard Group, Inc..
Dimensional Fund Advisors LP's firm-level Form ADV reports 254 advisors across 11 offices; approximately 9.1 clients per advisor, average assets per client of $441,522,971, and regulatory AUM of $1T; client categories including High net worth individuals, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients.
What this firm offers
Filed by Dimensional Fund Advisors LP on Form ADV.
Client services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
- Performance-Based Fees
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Adviser to Any Private Fund
Location
1515 South Tryon Street, Charlotte, NC 28203
22 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Jake Patrick Luken?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.