Amegy Wealth Advisors | LPL Financial
Jacob LeBaron
Wealth Advisor | Wealth Select
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Branch/Office Location
Jacob LeBaron
Wealth Advisor | Wealth Select
About Jacob
Jacob brings 6 years of experience in the financial industry to his current role helping clients aim to achieve financial balance. He serves his clients by taking a holistic approach to financial planning, emphasizing the four domains of risk management, assets, liabilities and cash flow.
Prior to joining Zions Wealth Advisors in 2025, Jacob served as a Financial Advisor and Disability Insurance Specialist at Guardian Life and Park Avenue Securities. He holds a Bachelor of Science in Financial Economics from BYU Idaho and maintains FINRA Series 7 and 66 securities registrations through LPL Financial, as well as his Life and Health Insurance licenses.
A native of California, he moved to Utah in 2021. Outside of work, he enjoys playing soccer, cooking and traveling with his wife and two young children.
Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Amegy Bank, a division of Zions Bancorporation, N.A. and Zions Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Zions Wealth Advisors are also employees of Zions Bancorporation. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Zions Bancorporation or Zions Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed |
Not Bank Deposits or Obligations |
May Lose Value |
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The LPL Financial Registered Representative associated with this site may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.