Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jakob? Claim Your ProfileJakob David Kelnhofer is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Lake Oswego, Oregon. Jakob has over 8 years of experience in the financial industry. He is registered with the state of Oregon as an investment advisor representative (IAR) and holds Series 6, 63, and 65 licenses. He has also passed the SIE exam. In addition to working with Raymond James Financial Services Advisors, Inc., Jakob is also the owner of Peacock Grove Cottage Air BnB, a short-term vacation rental.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OR
02/09/2018 - Present
Raymond James Financial Services Advisors, Inc. (LAKE OSWEGO OR)
OR
01/20/2016 - 01/30/2018
FORESTERS FINANCIAL SERVICES, INC. (BEAVERTON OR)
IA
Issued 08/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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