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Jacob Vanbinsbergen

Raymond James Financial Services Advisors, Inc

Billings, MT

CRD 8058211

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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:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-05-05
  • MT RA
    APPROVED
    Since 2025-05-05

Branch Locations

2810 Central Avenue Suite C, Billings, MT 59102 • 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
Civil Design And Engineering Flagstaff AZ 05/2022 05/2025
Hdr Inc. Billings MT 05/2014 05/2022
Raymond James Financial Services Advisors, Inc. Billings MT 05/2025 Present
Molly Vanbinsbergen Pc Billings MT 05/2025 Present
Civil Design And Engineering Billings MT 05/2025 Present
  • 05/2022 → 05/2025
    Civil Design And Engineering
    Flagstaff, AZ
  • 05/2014 → 05/2022
    Hdr Inc.
    Billings, MT
  • 05/2025 → Present
    Billings, MT
  • 05/2025 → Present
    Molly Vanbinsbergen Pc
    Billings, MT
  • 05/2025 → Present
    Civil Design And Engineering
    Billings, MT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-11
  • S65 Uniform Investment Adviser Law Examination
    2025-02-11
Other Names
  • Jake Vanbinsbergen

View on SEC IAPD

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