Thomas Jake Caughell
Investment Adviser Representative at Cutler Investment Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Thomas Jake Caughell is an investment adviser representative with Cutler Investment Group in Jacksonville, OR, where they have been registered since 2026. They have worked in the securities industry since 2021 and have been registered with 4 firms, including Wells Fargo Advisors and J.p. Morgan Securities LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Oregon.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oregon
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.
- Millikin UniversityOct 2020 – Feb 2021Decatur, IL
- Tacoma Community CollegeJul 2014 – Sep 2020Tacoma, WA
- Edward JonesApr 2023 – Sep 2023Medford, OR
- UnemployedSep 2022 – Apr 2023Ashland, OR
- J.P. Morgan Wealth ManagementSep 2023 – Mar 2024Medford, OR
- Edward JonesMar 2021 – Aug 2022Decatur, IL
- Wells Fargo AdvisorsMar 2024 – Mar 2026Medford, OR
- Cutler Investment Counsel, LLCApr 2026 – no end date reportedJacksonville, OR
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cutler Investment Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- Estimated blended rate
- 0.0125
- Under $2,000,0001.25%
- $2,000,000 - $5,000,0001.00%
- Over $5,000,0000.00%
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
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 21
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Jacksonville, OR
- SEC file number:
- 801-62469
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 12, 2026
View full firm profileOther advisors at Cutler Investment Group
Showing 12 of 21 in the directory
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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. Thomas Jake Caughell 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.
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