Jacob Thomas Norlander

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

• 07/2018 → 08/2022
  Pfs Investments Inc.
  Appleton, WI
• 12/2017 → 08/2022
  Primerica Financial Services
  Appleton, WI
• 09/2016 → 06/2019
  Omro School District
  Omro, WI
• 09/2011 → 03/2018
  Wisconsin Air National Guard
  Milwaukee, WI
• 08/2019 → 08/2022
  St. Mary's Springs Academy
  Fond Du Lac, WI
• 08/2022 → 05/2023
  Client First Investment Management Llc
  West Bend, WI
• 06/2023 → 01/2025
  Cuso Financial Services, L.P.
  Kimberly, WI
• 05/2023 → 01/2025
  Capital Credit Union Wi
  Kimberly, WI
• 02/2025 → 05/2025
  Concorde Asset Management, Llc
  Ann Arbor, MI
• 02/2025 → 05/2025
  Concorde Investment Services, Llc
  Ann Arbor, MI
• 02/2025 → 05/2025
  The Silbernagel Group
  Kewaskum, WI
• 06/2025 → 02/2026
  Osaic Wealth, Inc.
  Fond Du Lac, WI
• 02/2026 → Present
  Raymond James Financial Services, Inc.
  Fond Du Lac, WI
• 02/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Fond Du Lac, WI

Previous Registrations

• 2025-06-02 → 2026-02-04
  Osaic Wealth, Inc.
  Fond Du Lac, WI
• 2025-03-04 → 2025-05-06
  Concorde Asset Management, Llc
  Kewaskum, WI
  Ann Arbor, MI
• 2023-06-13 → 2025-01-03
  Cuso Financial Services, L.P.
  Kimberly, WI
• 2022-12-05 → 2023-05-15
  Client First Investment Management Llc
  West Bend, WI

Other Businesses

(1)Name of Business: Address: 25 E. Brooklyn St, Chilton, WI, 53014, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I write substack articles and have self published books (2)Name of Business: Onward Financial Network Address: 7 S Main St, Fond Du Lac, WI, 54935-4226, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 05/29/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Management Advisor (financial advisor) and Director of Wealth Management division.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-03
• S63 Uniform Securities Agent State Law Examination
  2018-07-31

Other Names

• Jacob Norlander
• Jacob Thomas Norlander