Jacob C. Scarminach

ETESIAN WEALTH ADVISORS

West Linn, OR 97068

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CRD#: 6826860

Professional summary

Jacob Charles Scarminach, CFP®, who also goes by Jacob Scarminach, Jake Scarminach, is a registered financial advisor currently at ETESIAN WEALTH ADVISORS, INC. located in West Linn, Oregon.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jacob has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob Scarminach | Jake Scarminach

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Charles Scarminach's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

June 15, 2020 - Present

ETESIAN WEALTH ADVISORS, INC.

Office #1: 1969 Willamette Falls Drive, #200, West Linn, OR 97068

RIA

CRD#: 152127

West Linn, OR

Past

May 16, 2019 - June 16, 2020

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

LAKE OSWEGO, OR

Past

August 10, 2018 - June 16, 2020

MML INVESTORS SERVICES, LLC

CRD#: 10409

LAKE OSWEGO, OR

Past

November 22, 2017 - August 1, 2018

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

LAKE OSWEGO, OR

Past

July 28, 2017 - August 1, 2018

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

LAKE OSWEGO, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ETESIAN WEALTH ADVISORS, INC.

ETESIAN WEALTH ADVISORS, INC. | ETESIAN WEALTH ADVISORS, LLC

CRD#: 152127 / SEC#: 801-70785

RIA

Registered Investment Advisory firm - (11/18/2009 Approved)

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

Oregon
(6/15/2020)

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 66

Date: 10/25/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/28/2017

General Securities Representative Examination

Current Firm

ETESIAN WEALTH ADVISORS, INC.

ETESIAN WEALTH ADVISORS, INC. | ETESIAN WEALTH ADVISORS, LLC

CRD#: 152127 / SEC#: 801-70785

RIA

Registered Investment Advisory firm - (11/18/2009 Approved)

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Contact information

Main Address

1969 Willamette Falls Drive, #200, West Linn, OR 97068

Mailing Address

Phone number

(503) 387-3615

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ETESIAN WEALTH ADVISORS, INC. FORM ADV PART 2A (5/28/2025)

Regulatory assets under management

Total Number of Accounts	930
AUM (Assets Under Management)	$ 426,823,705

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 C. Scarminach

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Charles Scarminach's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

Primary Firm SEC Registration

ETESIAN WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/25/2017

SIE

Date: 10/1/2018

Series 7

Date: 7/28/2017

Current Firm

ETESIAN WEALTH ADVISORS, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ETESIAN WEALTH ADVISORS, INC.

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