Jacob M. Demharter

THREADLINE WEALTH

Portland, OR 97205

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CRD#: 7884203

Professional summary

Jacob M Demharter, who also goes by Jacob Demharter, is a registered financial advisor currently at THREADLINE WEALTH located in Portland, Oregon.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jacob has worked at 3 firms and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

Jacob Demharter

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 M Demharter'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

February 5, 2026 - Present

THREADLINE WEALTH

Office #1: 805 Sw Broadway, Portland, OR 97205

RIA

CRD#: 108917

Portland, OR

Past

October 14, 2025 - January 9, 2026

OSAIC WEALTH, INC.

RIA

CRD#: 23131

PROVO, UT

Past

May 19, 2025 - August 28, 2025

DRIVEN INVESTMENTS LLC

RIA

CRD#: 310095

LEHI, UT

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".

THREADLINE WEALTH

DBA FINANCIAL SECURITY GROUP | THREADLINE WEALTH | MOSS ADAMS WEALTH ADVISORS LLC | FINANCIAL SECURITY GROUP, L.L.C.

CRD#: 108917 / SEC#: 801-58074

RIA

Registered Investment Advisory firm - (10/26/2000 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

Washington
(2/5/2026)

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

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 5/10/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 3/15/2025

Securities Industry Essentials Examination

Current Firm

THREADLINE WEALTH

DBA FINANCIAL SECURITY GROUP | THREADLINE WEALTH | MOSS ADAMS WEALTH ADVISORS LLC | FINANCIAL SECURITY GROUP, L.L.C.

CRD#: 108917 / SEC#: 801-58074

RIA

Registered Investment Advisory firm - (10/26/2000 Approved)

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Contact information

Main Address

10900 Ne 8th St, Ste 305, Bellevue, WA 98004

Mailing Address

Phone number

(425) 650-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THREADLINE WEALTH DISCLOSURE BROCHURE MAY 2026 (5/28/2026)

Regulatory assets under management

Total Number of Accounts	4,790
AUM (Assets Under Management)	$ 5,773,272,462

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/15/2025	Cover Page	Report
02/20/2025	Cover Page	Report
03/27/2024	Cover Page	Report
03/06/2024	Cover Page	Report

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 M. Demharter

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob M Demharter's CRS (Customer Relationship Summary).

Certified licenses

Experience

THREADLINE WEALTH

OSAIC WEALTH, INC.

DRIVEN INVESTMENTS LLC

Primary Firm SEC Registration

THREADLINE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Passed: 5/10/2025

SIE

Passed: 3/15/2025

Current Firm

THREADLINE WEALTH

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

THREADLINE WEALTH

TRUST BUT VERIFY

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