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Jacob John Worthen

The Advocate Group, LLC

Minnetonka, MN

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Current Employers
The Advocate Group, Llc

601 Carlson Parkway Suite 1100, Minnetonka, MN 55305 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-11-16
  • MN RA
    APPROVED
    Since 2021-11-16

Branch Locations

601 Carlson Parkway Suite 1100, Minnetonka, MN 55305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mml Investors Services Minneapolis MN 12/2020 10/2021
Mass Mutual/ M&E Catalyst Group Minneapolis MN 09/2020 10/2021
Cliqstudios Edina MN 03/2020 03/2020
Trustone Financial Minneapolis MN 10/2019 02/2020
Cliqstudios Edina MN 07/2018 10/2019
Bethel University Arden Hills MN 07/2014 06/2018
National Flooring Equipment Minneapolis MN 06/2017 08/2017
Staples Minnetonka MN 06/2016 08/2016
Unemployed Minnetonka MN 03/2020 10/2020
The Advocate Group, Llc Minnetonka MN 11/2021 Present
  • 12/2020 → 10/2021
    Mml Investors Services
    Minneapolis, MN
  • 09/2020 → 10/2021
    Mass Mutual/ M&E Catalyst Group
    Minneapolis, MN
  • 03/2020 → 03/2020
    Cliqstudios
    Edina, MN
  • 10/2019 → 02/2020
    Trustone Financial
    Minneapolis, MN
  • 07/2018 → 10/2019
    Cliqstudios
    Edina, MN
  • 07/2014 → 06/2018
    Bethel University
    Arden Hills, MN
  • 06/2017 → 08/2017
    National Flooring Equipment
    Minneapolis, MN
  • 06/2016 → 08/2016
    Staples
    Minnetonka, MN
  • 03/2020 → 10/2020
    Unemployed
    Minnetonka, MN
  • 11/2021 → Present
    The Advocate Group, Llc
    Minnetonka, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-30
  • S66 Uniform Combined State Law Examination
    2021-07-30
Other Names
  • Jake Worthen

View on SEC IAPD

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David Douglas Roderick
GINGER RAE EWING
MICAH CHARLES BENWAY

Other Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN
CAPTRUST · Minnetonka, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MINNETONKA, MN
CRESSET ASSET MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN

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