Jakob Kelnhofer
Jakob Kelnhofer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake Oswego, OR, with 10 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
4900 Meadows Road, Suite 100, Lake Oswego, OR, 97035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jakob is an associate/employee at Metis Wealth Advisory Group and spends minimal time there. He also owns and manages a short-term vacation rental property, Peacock Grove Cottage Air BnB, dedicating a few hours per week to it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Metis Wealth Advisory Group
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations6 states
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