JR
Jacob B. Radke
FJELL CAPITAL
Fargo, ND 58102
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CRD#: 7379711
JR
Professional summary
Jacob Bill Radke is a registered financial advisor currently at FJELL CAPITAL located in Fargo, North Dakota.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jacob has worked at 3 firms and has passed the Series 65, Series 66, Series 7TO and SIE 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) Name: Fjell Capital Position: Employee Nature: Wealth Management Business Investment Related: Yes Hours: 20 Securities Trading Hours: 10 Start Date: 6/16/2023 Address: 27 10th St N, Fargo ND 58102, USA Description: Capital markets analyst and business development. I help manage model portfolios and client accounts, while maintain our content and business strategy. 2) Name: Independent Contractor - Clearwater Creations Position: Contractor/Woodworker Employee Nature: Woodworking Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 08/01/2021 Address: 3882 36th Ave NW Hackensack, MN 56452 Description: Mr. Radke undertakes woodworking projects in the capacity of an independent contractor for Clearwater Creations. The compensation received from these endeavors, and the time he allocates to them, together account for less than 10% of his total income and time.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Bill Radke'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®
NoneExperience
Current
August 28, 2023 - Present
FJELL CAPITAL
Office #1: 27 10th Street North, Fargo, ND 58102RIA
CRD#: 327541
Fargo, ND
Past
May 5, 2022 - October 2, 2023
SANCTUARY ADVISORS, LLC
RIA
CRD#: 226606
Fargo, ND
Past
March 28, 2022 - October 2, 2023
SANCTUARY SECURITIES, INC.
BD
CRD#: 205
MIAMI, FL
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".
FC
FJELL CAPITAL
FJELL CAPITAL | FJELL CAPITAL, LLC
CRD#: 327541 / SEC#: 801-128577
RIA
Registered Investment Advisory firm - (8/15/2023 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
North Dakota(8/28/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/28/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
FC
FJELL CAPITAL
FJELL CAPITAL | FJELL CAPITAL, LLC
CRD#: 327541 / SEC#: 801-128577
RIA
Registered Investment Advisory firm - (8/15/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
27 10th Street North, Fargo, ND 58102
Mailing Address
Phone number
(701) 491-7600
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 638 |
| AUM (Assets Under Management) | $ 157,181,843 |
Red Flags
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Company Information
FJELL CAPITAL
CRD#: 327541Fargo, ND 58102TRUST BUT VERIFY
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