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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

Jacob Thomas Norlander

Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Fond Du Lac, WI

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Search this name across graphsid dfx:ria:c6d20378-493f-9282-cc4b-a35dd542a3de

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Dec 5, 2022 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 31, 2018
First registration: Dec 5, 2022
Dual registered: yes, broker-dealer
Other names: Jacob Norlander|Jacob Thomas Norlander
IAPD individual key: 6955465

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Feb 2, 2026	n/a	yes	Fond Du Lac, WI	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Jun 2, 2025	Feb 4, 2026	no	FOND DU LAC, WI	Previous registration
CONCORDE ASSET MANAGEMENT, LLC	Bd affiliated wealth	Mar 4, 2025	May 6, 2025	no	Kewaskum, WI\|ANN ARBOR, MI	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Jun 13, 2023	Jan 3, 2025	no	Kimberly, WI	Previous registration
CLIENT FIRST INVESTMENT MANAGEMENT LLC	Mixed wealth	Dec 5, 2022	May 15, 2023	no	WEST BEND, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Feb 4, 2026	Feb 2, 2026	-2	Firm change	Ibd to ibd
CONCORDE ASSET MANAGEMENT, LLC	OSAIC WEALTH, INC.	May 6, 2025	Jun 2, 2025	27	Firm change	Ibd to ibd
CUSO FINANCIAL SERVICES, L.P.	CONCORDE ASSET MANAGEMENT, LLC	Jan 3, 2025	Mar 4, 2025	60	Firm change	Ibd to ibd
CLIENT FIRST INVESTMENT MANAGEMENT LLC	CUSO FINANCIAL SERVICES, L.P.	May 15, 2023	Jun 13, 2023	29	Firm change	RIA to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
23131:149018:WI:2026-02-04	Feb 4, 2026	Feb 2, 2026	FOND DU LAC, WI	Firm change

Relationships

Registered with (5)

→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: current employment
Feb 2, 2026 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jun 2, 2025 to Feb 4, 2026factForm ADV
→ CONCORDE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 4, 2025 to May 6, 2025factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Jun 13, 2023 to Jan 3, 2025factForm ADV
→ CLIENT FIRST INVESTMENT MANAGEMENT LLCRegistered adviserregistration: previous registration
Dec 5, 2022 to May 15, 2023factForm ADV

Dated events

Occurred
Feb 4, 2026
Advisor changed firm
Jacob Thomas Norlander left Osaic Wealth, Inc. for Raymond James Financial Services Advisors, Inc (registered 2026-02-02)
Form ADVobserved 6 days ago
Occurred
May 6, 2025
Advisor changed firm
Jacob Thomas Norlander left Concorde Asset Management, Llc for Osaic Wealth, Inc. (registered 2025-06-02)
Form ADVobserved 6 days ago
Occurred
Jan 3, 2025
Advisor changed firm
Jacob Thomas Norlander left Cuso Financial Services, L.P. for Concorde Asset Management, Llc (registered 2025-03-04)
Form ADVobserved 6 days ago
Occurred
May 15, 2023
Advisor changed firm
Jacob Thomas Norlander left Client First Investment Management Llc for Cuso Financial Services, L.P. (registered 2023-06-13)
Form ADVobserved 6 days ago