Jacob
Worthen

The Advocate Group, LLC

CRD#7298405
Investment Advisor
in Hopkins, MN

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About this Advisor

Jacob Worthen is a financial advisor based in Hopkins, Minnesota, working with The Advocate Group, LLC. Jacob has previously held positions at Mml Investors Services, Mass Mutual/ M&E Catalyst Group, Cliqstudios, Trustone Financial, Bethel University, National Flooring Equipment, Staples, Cubs Foods, and The Advocate Group, LLC. Jacob has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Jacob is part of The Advocate Group, LLC, which operates out of Hopkins, Minnesota. The firm has 17 employees and manages assets totaling $635.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at The Advocate Group, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

601 Carlson Parkway Suite 1100
Hopkins, MN 55305

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The Advocate Group, LLC Brokerage Details

Total Assets Under Management

$635,903,379

MN Average: $5,289,111,388
Total Number of Employees

17

MN Average: 157
Total Number of Accounts

947

MN Average: 8,262
Average Account Size

$671,492

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jacob Worthen Work History

2021 - Present (3 years)

The Advocate Group, LLC

2020 - 2021 (1 year)

Mml Investors Services

2020 - 2021 (1 year)

Mass Mutual/ M&E Catalyst Group

2020 - 2020 (< 1 year)

Cliqstudios

2019 - 2020 (1 year)

Trustone Financial

2018 - 2019 (1 year)

Cliqstudios

2017 - 2017 (< 1 year)

National Flooring Equipment

2016 - 2016 (< 1 year)

Staples

2015 - 2015 (< 1 year)

Cubs Foods

2014 - 2018 (4 years)

Bethel University

Disclosures

Please visit the SEC profile of Jacob Worthen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Advocate Group, LLC

Elizabeth Kindseth
Hopkins, MN
Hunter Hillstrom
Hopkins, MN
Jacob Worthen
Hopkins, MN
Bailey Norby
Hopkins, MN
Seth Heimermann
Hopkins, MN
Dylan Ibarra
Hopkins, MN
Emily Meisinger
Hopkins, MN
Sabrina Karns
Hopkins, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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