Etesian Wealth Advisors
43yrs
Top advisor by experience in West Linn
19yrs
Jacob Easterly
Full name on record: Jacob Kyle Easterly
Financial advisor at Ameriprise Financial Services
Based in West Linn, Oregon, Jacob Easterly is a financial advisor with 19 years of industry experience. Jacob joined Ameriprise Financial Services in 2020, a firm offering financial planning, investment management, and retirement plan consulting. Jacob holds the CFP® designation.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 58% of advisors nationwide
Office1800 Blankenship Rd Suite 155, West Linn, OR 97068
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2020 – nowAmeriprise Financial Services, LLCCurrent firm
Questions to ask Jacob
Tailored to Jacob’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jacob
How do I contact Jacob?
Call Ameriprise Financial Services at 612-671-3131 and ask for Jacob Easterly. Jacob works from the West Linn, OR office.
How long has Jacob been a financial advisor?
Jacob has been in the industry since 2007, about 19 years. More experience than 58% of advisors nationwide.
What licenses does Jacob hold?
Series 63. Tap any license on this page to see what it allows.
Is Jacob a fiduciary?
Jacob is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jacob paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jacob for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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