Oxbow Advisors
47yrs
Top advisor by experience in Austin
10yrs
Jake Luken is a fiduciary financial advisor in Austin, Texas, with 10 years in the industry. After a year at Vanguard Advisers and less than a year at Securities America Advisors, Jake joined Dimensional Fund Advisors in 2019, a firm offering investment management and private fund management. The firm is paid through a percentage of assets and performance-based fees.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?More experience than 57% of advisors at Dimensional Fund Advisors
Office6300 Bee Cave Road Building One, Austin, TX 78746
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$3.43 million
Advisors at the firm254
States licensed ?1 state
Services through Dimensional Fund Advisors
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowDimensional Fund Advisors LPCurrent firm
- Aug 2018 – Apr 2019Vanguard Advisers, Inc.Previously
- Jul 2016 – Oct 2016Securities America Advisors, Inc.Previously
Contact Jake
(512) 306-7400Dimensional Fund Advisors main office 6300 Bee Cave Road Building OneAustin, TX 78746Office · Get directions Firm websitewww.dimensional.com/us-en/individual
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Questions to ask Jake
Tailored to Jake’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Jake
How do I contact Jake?
Call Dimensional Fund Advisors at (512) 306-7400 and ask for Jake Luken. Jake works from the Austin, TX office.
How long has Jake been a financial advisor?
Jake has been in the industry since 2016, about 10 years. More experience than 57% of advisors at Dimensional Fund Advisors.
What licenses does Jake hold?
Series 66. Tap any license on this page to see what it allows.
Is Jake a fiduciary?
Jake is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jake paid?
Dimensional Fund Advisors reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Jake 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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