Jacob Norlander is a registered investment advisor, based in Fond Du Lac, WI, with 7 years of industry experience.
Location
7 S Main St, Fond Du Lac, WI, 54935
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
February 2026 - Present · 3 mos
Raymond James Financial Services Advisors, INC
February 2026 - Present · 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2025 - February 2026 · 8 mos
Osaic Wealth, INC.
June 2025 - February 2026 · 8 mos
Concorde Investment Services, LLCBroker
March 2025 - May 2025 · 2 mos
Concorde Asset Management, LLC
March 2025 - May 2025 · 2 mos
Cuso Financial Services, L.P.
June 2023 - January 2025 · 1 yr 7 mos
Cuso Financial Services, L.P.Broker
June 2023 - January 2025 · 1 yr 7 mos
Client First Investment Management LLC
December 2022 - May 2023 · 5 mos
PFS Investments INC.Broker
July 2018 - August 2022 · 4 yrs 1 mo
State Registrations1 state
WI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.