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JL

Jake Larson

MULTNOMAH GROUP
Portland, OR 97205
Some features on this profile are disabled
CRD#: 7497337
JL

Professional summary

Jake Larson is a registered financial advisor currently at MULTNOMAH GROUP, INC. located in Portland, Oregon.

Jake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jake has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jake Larson'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

April 10, 2025 - Present

MULTNOMAH GROUP, INC.

Office #1: 1155 Sw Morrison Street Suite 501, Portland, OR 97205
RIA
CRD#: 132131
Portland, OR
Past

February 14, 2022 - April 15, 2025

EMPIRICAL WEALTH MANAGEMENT

RIA
CRD#: 152622
Portland, 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".
MG
MULTNOMAH GROUP, INC.
EVERGREEN FINANCIAL ADVISORS, INC. | MULTNOMAH GROUP, INC. | MULTNOMAH CAPITAL, INC.

CRD#: 132131 / SEC#: 801-64554

RIA
Registered Investment Advisory firm - (8/24/2005 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
(4/10/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/13/2022
Uniform Investment Adviser Law Examination

Current Firm

MG
MULTNOMAH GROUP, INC.
EVERGREEN FINANCIAL ADVISORS, INC. | MULTNOMAH GROUP, INC. | MULTNOMAH CAPITAL, INC.

CRD#: 132131 / SEC#: 801-64554

RIA
Registered Investment Advisory firm - (8/24/2005 Approved)
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Contact information

Main Address
1155 Sw Morrison Street Suite 501, Portland, OR 97205
Mailing Address
Phone number
(503) 772-0159
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (8 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - PERSONAL ADVISORY SERVICES (3/24/2025)
FORM ADV PART 2A - RETIREMENT PLANS (3/24/2025)

Regulatory assets under management

Total Number of Accounts361
AUM (Assets Under Management)$ 2,219,580,596

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.

Company Information

MULTNOMAH GROUP, INC.

CRD#: 132131Portland, OR 97205

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