Jacob
Sandberg

Financial Advocates Investment Management

CRD#6239637
Investment Advisor
in Edmonds, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jacob Sandberg is a financial advisor based in Edmonds, Washington, working with Financial Advocates Investment Management. Jacob has previously held positions at Householder Group, Lpl Financial LLC, Householder Group Estate & Retirement Specialists, and Financial Advocates Investment Management. Jacob has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Jacob is part of Financial Advocates Investment Management, which operates out of Edmonds, Washington. The firm has 56 offices and 99 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Financial Advocates Investment Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

144 Railroad Avenue Suite 301
Edmonds, WA 98020

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Financial Advocates Investment Management Brokerage Details

Total Assets Under Management

$3,854,677,483

WA Average: $3,566,627,242
Total Number of Employees

99

WA Average: 46
Total Number of Accounts

19,268

WA Average: 1,499
Average Account Size

$200,056

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Jacob Sandberg Work History

2021 - Present (3 years)

Financial Advocates Investment Management

2014 - Present (10 years)

Lpl Financial LLC

2013 - Present (11 years)

Householder Group

2015 - 2021 (6 years)

Householder Group Estate & Retirement Specialists

Disclosures

Please visit the SEC profile of Jacob Sandberg 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 Financial Advocates Investment Management

Brian Jacobus
Olympia, WA
Grant Smith
Olympia, WA
Jason Berglund
Sequim, WA
Brock Bennion
Olympia, WA
James Morrison
Yakima, WA
Thomas Delaney
Olympia, WA
Crystal Beineke
Edmonds, WA
Travis Stolcis
Olympia, WA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started