Jacob
Scarminach
Etesian Wealth Advisors, Inc
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About this Advisor
Jacob Scarminach is a financial advisor based out of West Linn, Oregon with 3 years of relevant experience. Scarminach is an advisor for Etesian Wealth Advisors, Inc. During their career, Scarminach has held roles at The Buckle, Southern Oregon University, Caldera Restaurant And Brewery, Bass Masonry, Texas A&M Kingsville University, Pacific Oasis, Shell Oil, Biddle Law Firm, I9 Sports, Hornor, Townsend & Kent, Inc, Mesa Community College, Penn Mutual Life Insurance Company, Massmutual Life Insurance Company, Mml Investors Services, LLC and Etesian Wealth Advisors, Inc. Scarminach holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Oregon. Etesian Wealth Advisors, Inc is an advisory business based out of West Linn, OR. It has a total of six people on staff. It manages $258 million in assets under management among its 344 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 344 customer accounts, 33% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Etesian Wealth Advisors, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fee types charged by Etesian Wealth Advisors, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Etesian Wealth Advisors, Inc Brokerage Details
$258,408,400
6
344
$751,187
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jacob Scarminach Work History
Jacob has been registered as a financial advisor for 3 years.*
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
Biddle Law Firm
I9 Sports
Mesa Community College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
The content in this profile was updated by SmartAsset on 4/16/2023. 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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