Jacob
Scarminach
Etesian Wealth Advisors, Inc
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About this Advisor
Jacob Scarminach is a financial advisor based in West Linn, Oregon, working with Etesian Wealth Advisors, Inc. Jacob has previously held positions at The Buckle, Southern Oregon University, Caldera Restaurant And Brewery, Bass Masonry, Texas A&M Kingsville University, Pacific Oasis, Shell Oil, Hornor, Townsend & Kent, Inc, Penn Mutual Life Insurance Company, Massmutual Life Insurance Company, Mml Investors Services, LLC, and Etesian Wealth Advisors, Inc. Jacob has passed the Series 66 regulatory exam and is registered to provide services in Oregon. Currently, Jacob is part of Etesian Wealth Advisors, Inc, which operates out of West Linn, Oregon. The firm has 1 office and 6 employees. The firm manages assets totaling $284.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Etesian Wealth Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Etesian Wealth Advisors, Inc Brokerage Details
$284,742,953
6
507
$561,623
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jacob Scarminach Work History
Etesian Wealth Advisors, Inc
Massmutual Life Insurance Company
Mml Investors Services, LLC
The Buckle
Hornor, Townsend & Kent, Inc
Penn Mutual Life Insurance Company
Southern Oregon University
Caldera Restaurant And Brewery
Bass Masonry
Texas A&M Kingsville University
Pacific Oasis
Shell Oil
Disclosures
Please visit the SEC profile of Jacob Scarminach 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 Etesian Wealth Advisors, Inc
West Linn, OR
West Linn, OR
West Linn, OR
West Linn, OR
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