Jake Larson
Multnomah Group · Portland, Oregon
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Multnomah Group |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.67B across 374 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 7497337 |
| Exams passed | Series 65 (2022) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.multnomahgroup.com |
How Jake's firm compares
- Multnomah Group's average account is about $7.1 million, from its Form ADV (assets managed divided by 374 accounts).
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Questions about Jake
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Multnomah Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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