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Inactive

Jake Larson

Multnomah Group, Inc.

Portland, OR

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Current Employers
Multnomah Group, Inc.

1155 Sw Morrison Street Suite 501, Portland, OR 97205 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-04-10
  • OR RA
    APPROVED
    Since 2025-04-10

Branch Locations

1155 Sw Morrison Street Suite 501, Portland, OR 97205 • 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
Empirical Wealth Management Portland OR 08/2021 03/2025
Catholic Charities Of Oregon Portland OR 03/2020 08/2021
Concordia University Portland OR 12/2019 03/2020
Not Employed Portland OR 06/2019 12/2019
Aurora Public Schools - Rangeview High School Aurora CO 07/2017 06/2019
Adams State University Alamosa CO 07/2016 06/2017
Multnomah Group, Inc. Portland OR 03/2025 Present
  • 08/2021 → 03/2025
    Empirical Wealth Management
    Portland, OR
  • 03/2020 → 08/2021
    Catholic Charities Of Oregon
    Portland, OR
  • 12/2019 → 03/2020
    Concordia University
    Portland, OR
  • 06/2019 → 12/2019
    Not Employed
    Portland, OR
  • 07/2017 → 06/2019
    Aurora Public Schools - Rangeview High School
    Aurora, CO
  • 07/2016 → 06/2017
    Adams State University
    Alamosa, CO
  • 03/2025 → Present
    Multnomah Group, Inc.
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-13
  • S65 Uniform Investment Adviser Law Examination
    2022-02-13
Designations

View on SEC IAPD

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INMAN FINANCIAL SERVICES, INC.
PINNACLE WEALTH ADVISORS
OSAIC WEALTH, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

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