Jake Larson
Investment adviser representative at Multnomah Group, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Multnomah Group, Inc.Mar 2025 to now
- Empirical Wealth ManagementAug 2021 to Mar 2025
- Catholic Charities of OregonMar 2020 to Aug 2021
- Concordia UniversityDec 2019 to Mar 2020
- Not EmployedJun 2019 to Dec 2019
- Aurora Public Schools - Rangeview High SchoolJul 2017 to Jun 2019
- Adams State UniversityJul 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OR).
Multnomah Group, Inc.
$2.7BAssets managed
188Clients
15Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7497337
- Firm CRD
- 132131