Jake
Larson
Empirical Wealth Management
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About this Advisor
Jake Larson is a financial advisor based in Portland, Oregon who has 1 year of industry experience. Larson works at Empirical Wealth Management. Over the course of their career, they have held roles at Empirical Wealth Management, Catholic Charities Of Oregon, Concordia University, Aurora Public Schools - Rangeview High School, Adams State University, Chrome Data Solutions and George Fox University. Larson has a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Alaska, California, Oregon and Washington. Empirical Wealth Management is a financial advisory firm that has its headquarters in Seattle, WA. The company has offices in 11 locations and a total of 65 people on staff. It administers $4 billion in assets across its 6,280 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 6,280 accounts, 62% belong to high-net-worth clients who have more than $1 million in assets available to invest. Empirical Wealth Management has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management typically depend on which service is provided. Fees charged by Empirical Wealth Management can include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Empirical Wealth Management Brokerage Details
$4,178,934,091
65
6,280
$665,435
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jake Larson Work History
Jake has been registered as a financial advisor for 1 years.*
Empirical Wealth Management
Catholic Charities Of Oregon
Concordia University
Aurora Public Schools - Rangeview High School
Adams State University
Chrome Data Solutions
George Fox University
*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 Jake Larson 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 Empirical Wealth Management
Irvine, CA
Seattle, WA
Seattle, WA
Seattle, WA
Portland, OR
Seattle, WA
Seattle, WA
Anchorage, AK
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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