Jakob David Kelnhofer

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 01/2018
  Foresters Financial Services
  Beaverton, OR
• 02/2018 → Present
  Raymond James Financial Services, Inc.
  Lake Oswego, OR
• 02/2018 → Present
  Raymond James Financial Services Advisors Inc.
  Lake Oswego, OR
• 01/2018 → 07/2019
  Metis Wealth Advisory Group
  Lake Oswego, OR
• 03/2023 → Present
  Metis Wealth Advisory Group
  Lake Oswego, OR

Previous Registrations

• 2018-10-08 → 2019-07-06
  Metis Wealth Advisory Group
  Lake Oswego, OR
• 2016-10-03 → 2018-01-30
  Foresters Advisory Services, Llc
  Beaverton, OR

Other Businesses

(1)Name of Business: Metis Wealth Advisory Group Address: 4900 Meadows Rd, Suite 100, Lake Oswego, OR, 97035 Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related:No Start Date: 01/29/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I joined branch 7HW and his is the DBA name they had in place Name of Business: Peacock Grove Cottage Air BnB Address: 5210 Madrona St, Lake Oswego, OR, 97035, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Short Term Vacation Rental: Purchasing supplies, Paying utilities & cleaners, Updating website, some cleaning, guest communication

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-04
• S63 Uniform Securities Agent State Law Examination
  2016-02-11

Other Names

• Jakob David Kelnhofer
• Jacob David Kelnhofer