Jacob Thomas Norlander
Investment Adviser Representative at Raymond James Financial Services Advisors, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Thomas Norlander is an investment adviser representative with Raymond James Financial Services Advisors, Inc in Fond Du Lac, WI, where they have been registered since 2026. They have worked in the securities industry since 2019 and have been registered with 5 firms, including Osaic Wealth, Inc. and Concorde Asset Management, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Wisconsin.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
- Broker:
1 state or territory
Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PFS Investments Inc.Jul 2018 – Aug 2022Appleton, WI
- Primerica Financial ServicesDec 2017 – Aug 2022Appleton, WI
- Omro School DistrictSep 2016 – Jun 2019Omro, WI
- Wisconsin Air National GuardSep 2011 – Mar 2018Milwaukee, WI
- St. Mary's Springs AcademyAug 2019 – Aug 2022Fond Du Lac, WI
- Client First Investment Management LLCAug 2022 – May 2023West Bend, WI
- CUSO Financial Services, L.P.Jun 2023 – Jan 2025Kimberly, WI
- Capital Credit Union WIMay 2023 – Jan 2025Kimberly, WI
- Concorde Asset Management, LLCFeb 2025 – May 2025Ann Arbor, MI
- Concorde Investment Services, LLCFeb 2025 – May 2025Ann Arbor, MI
- The Silbernagel GroupFeb 2025 – May 2025Kewaskum, WI
- Osaic Wealth, Inc.Jun 2025 – Feb 2026Fond Du Lac, WI
- Raymond James Financial Services, Inc.Feb 2026 – no end date reportedFond Du Lac, WI
- Raymond James Financial Services Advisors, Inc.Feb 2026 – no end date reportedFond Du Lac, WI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Raymond James Financial Services Advisors, Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6,660
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Saint Petersburg, FL
- SEC file number:
- 801-69815
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at Raymond James Financial Services Advisors, Inc
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Thomas Norlander has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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