Jacob Goddard (CRD# 5236571) is an Investment Advisor Representative working at Mariner Wealth in Portland, OR and has over 17 years of experience in the finance industry. Jacob Goddard 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.
CRD# 4422816
Ameriprise Financial Services, LLC
CRD# 5363756
Cable Hill Partners, LLC
CRD# 4214442
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Wealth Advisors | Portland, OR | Mar 2021 - Current | 3 |
| Tiaa | Spokane, WA | Mar 2015 - Mar 2021 | 6 |
| Tiaa-cref Individual & Institutional Services, LLC | Spokane, WA | Mar 2015 - Mar 2021 | 6 |
| Td Ameritrade | Portland, OR | Mar 2014 - Mar 2015 | 1 |
| Private Music Teacher | West Linn, OR | Jan 2007 - Mar 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- OR
- WA
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Total Assets Under Management81,107MILLIONS
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Total Number of Accounts132,567ACCOUNTS
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Average Account Value$611,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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