Jacob T. Deschenes

ERA CAPITAL MANAGEMENT LLC

Kennewick, WA

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CRD#: 5170039

Professional summary

Jacob Thomas Deschenes is a registered financial advisor currently at ERA CAPITAL MANAGEMENT LLC located in Kennewick, Washington.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jacob has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Client Analytics LLC - OWNER; Software as a Service (SaaS) company providing data analytics and performance metric software to other Registered Investment Advisory (RIA) firms.; COMPANY DOES NOT PROVIDE ANY ADVICE - LESS THAN 10 HOURS A MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Thomas Deschenes's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 29, 2013 - Present

ERA CAPITAL MANAGEMENT LLC

RIA

CRD#: 168089

Kennewick, WA

Past

January 19, 2012 - July 26, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

BELLINGHAM, WA

Past

March 24, 2010 - July 26, 2013

LPL FINANCIAL LLC

CRD#: 6413

BELLINGHAM, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(7/25/2019)

IAR

Washington
(8/29/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/18/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/12/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/23/2010

General Securities Representative Examination

Current Firm

ERA CAPITAL MANAGEMENT LLC

DESCHENES, JACOB | ERA CAPITAL MANAGEMENT LLC

CRD#: 168089 / SEC#:

Texas

Registered Investment Advisory firm - (7/25/2019 Conditional Restricted)

Washington

Registered Investment Advisory firm - (8/29/2013 Approved)

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Contact information

Main Address

Kennewick, WA

Mailing Address

Phone number

(509) 559-6229

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	133
AUM (Assets Under Management)	$ 27,800,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jacob T. Deschenes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Thomas Deschenes's CRS (Customer Relationship Summary).

Certified licenses

Experience

ERA CAPITAL MANAGEMENT LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/18/2012

Series 63

Date: 6/12/2010

Series 7

Date: 3/23/2010

Current Firm

ERA CAPITAL MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ERA CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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