Jacob Erlendson, financial advisor San Diego CA
90 score

Jacob Erlendson

CRD Number: 6105292
Current Firm: Dowling & Yahnke, LLC

Jacob Erlendson (CRD# 6105292) is an Investment Advisor Representative working at Dowling & Yahnke, LLC in San Diego, CA and has 1 year of experience in the finance industry. Jacob Erlendson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Dowling & Yahnke, LLC San Diego, CA Jan 2006 - Current 10

Jacob Erlendson has no recent exams reported.
Contact Info for Jacob T. Erlendson
Phone Number: 858-509-9500
Firm Website: http://www.dyinc.com
Registered State(s):
  • AZ
  • CO
  • VA
  • WA
  • CA
  • FL
  • MA
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    3,223
    MILLIONS
  • Total Number of Accounts
    3,940
    ACCOUNTS
  • Average Account Value
    $818,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, IL, MA, NV, NY, OR, TX, VA, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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