Jacob T Gorman

Employer firm

K2 Financial Inc. CRD 300913

$192M regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2022 → 08/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lake Arrowhead, CA
• 01/2022 → 09/2022
  Thomas Duffy Insurance Agency
  Del Mar, CA
• 11/2021 → 11/2021
  Boundless Promotions
  Riverside, CA
• 09/2021 → 12/2021
  Maximum Exhaust
  Rancho Cucamonga, CA
• 01/2020 → 03/2021
  Atif Holdings
  Rancho Cucamonga, CA
• 10/2018 → 03/2019
  Better Buzz Coffee Company
  San Diego, CA
• 02/2017 → 01/2019
  Discount Tire
  Montclair, CA
• 07/2013 → 06/2017
  Upland High School
  Upland, CA
• 07/2017 → 06/2021
  Point Loma Nazarene University
  San Diego, CA
• 01/2022 → 01/2022
  Unemployed
  Upland, CA
• 07/2021 → 10/2021
  Unemployed
  Upland, CA
• 11/2022 → 08/2023
  Bank Of America N.A.
  Lake Arrowhead, CA
• 09/2023 → 11/2023
  Fidelity Investments
  Crestline, CA
• 11/2023 → Present
  Lincoln Investment
  Fort Washignton, PA
• 11/2023 → Present
  K2 Financial
  Glendora, CA

Previous Registrations

• 2023-10-02 → 2023-10-31
  Fidelity Personal And Workplace Advisors
  Crestline, CA
• 2023-01-20 → 2023-08-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Lake Arrowhead, CA
  Lake Arrowhead, CA
  Riverside, CA
  Lake Arrowhead, CA

Other Businesses

K2 BENEFITS POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/13/2023 ADDRESS: 233 S. Glendora Ave, Glendora CA 31741, United States DESCRIPTION: Offer insurance as part of greater Financial Planning K2 FINANCIAL PARTNERS POSITION: Financial Advisor/IAR NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 3 START DATE: 11/13/2023 ADDRESS: 233 S. Glendora Ave, Glendora CA 91741, United States DESCRIPTION: Advisory services for a fee ROTARY CLUB OF GLENDORA POSITION: Treasurer NATURE: Volunteer/charity organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 06/03/2025 ADDRESS: 1020 E Rte 66, Glendora CA 91740, United States DESCRIPTION: Check writing, submitting donations from other nonprofit organizations and processing grants/payments. Collection of dues for members. Weekly financial reports.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-27

Designations

• Certified Financial Planner

Other Names

• Jacob T Gorman
• Jacob Gorman