JR

Jacob B. Radke

FJELL CAPITAL
Fargo, ND 58102
Some features on this profile are disabled
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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Jacob Bill Radke'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®
None

Experience


Current

August 28, 2023 - Present

FJELL CAPITAL

Office #1: 27 10th Street North, Fargo, ND 58102
RIA
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
RR
IAR
Series 66
Date: 5/2/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/28/2022
General Securities Representative Examination
General 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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts638
AUM (Assets Under Management)$ 157,181,843

Red Flags


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

Company Information


FJELL CAPITAL

CRD#: 327541Fargo, ND 58102

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