# Jake Larson

> Jake Larson is a fee-only financial advisor at Multnomah Group in Portland, Oregon, who holds the CFP credential. Jake focuses on retirement planning. Multnomah Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jake-larson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Multnomah Group
- **Based in:** Portland, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.67B across 374 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7497337 (https://adviserinfo.sec.gov/individual/summary/7497337)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 65 (2022)
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** http://www.multnomahgroup.com/

## Frequently asked questions

### Is Jake Larson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jake holds no broker registration, and Multnomah Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jake charge for financial advice?

Jake's firm, Multnomah Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jake Larson based?

Jake Larson is based in Portland, Oregon.

### What does Jake specialize in?

Jake's specialties include retirement planning. Jake works with retirees and pre-retirees.

### What credentials does Jake Larson hold?

Jake Larson holds the CFP credential.

### Is Jake Larson registered with the SEC?

Yes. Jake Larson is registered as an investment adviser representative in OR (CRD 7497337), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Multnomah Group manage?

Multnomah Group reports $2.67B across 374 accounts in assets under management.

### How do I contact Jake Larson?

Through Jake's website, www.multnomahgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7497337): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.multnomahgroup.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.