Lasalle St. Investment Advisors
47yrs
Top advisor by experience in Oregon
5yrs
Jake Larson
Financial advisor at Multnomah Group
Jake Larson has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Portland, Oregon. After three years at Empirical Wealth Management, Jake joined Multnomah Group in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Jake holds the CFP® designation.
One of 1175 advisors with offices in Portland, and one of 1075 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office1155 SW Morrison Street Suite 501, Portland, OR 97205
FirmMultnomah Group
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.26 million
Advisors at the firm15
States licensed ?1 state
Services through Multnomah Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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 65Uniform Investment Adviser Law Examination
Career
- Apr 2025 – nowMultnomah Group, Inc.Current firm
- 2022 – 2025Empirical Wealth ManagementPreviously
Contact Jake
(503) 772-0159Multnomah Group main office 1155 SW Morrison Street Suite 501Portland, OR 97205Office · Get directions LinkedIn pageMultnomah Group
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Questions to ask Jake
Tailored to Jake’s registration and firm.
- 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 Jake
How do I contact Jake?
Call Multnomah Group at (503) 772-0159 and ask for Jake Larson. Jake works from the Portland, OR office.
How long has Jake been a financial advisor?
Jake has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Jake hold?
Series 65. 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?
Multnomah Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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