Jacob Dahlstrum
Jacob Dahlstrum is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Westlake Village, CA, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4165 East Thousand Oaks Blvd, Suite 255, Westlake Village, CA, 91362
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob is an author and publisher through Amazon for 401k Mini-Guide, dedicating minimal time to this. He also works as an associate/employee for Dahlstrum Financial, spending about half his time in administrative and financial advisor roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 states
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