DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jacob Thomas Norlander

Raymond James Financial Services Advisors, IncBD affiliatedFond Du Lac, Widual registrantIAPD 6955465

Feed of 09/14/2026

Also filed as Jacob Norlander

At current firm

0 y

since Feb 2, 2026

In the industry

15 y

since Sep 1, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Raymond James Financial Services Advisors, Inc BD affiliated current
since Feb 2, 2026 · Fond Du Lac, Wi
Osaic Wealth, Inc. BD affiliated
Jun 2, 2025 to Feb 4, 2026 · Fond Du Lac, Wi
Concorde Asset Management, LLC BD affiliated
Mar 4, 2025 to May 6, 2025 · Kewaskum, Wi
Cuso Financial Services, L.P. former
Jun 13, 2023 to Jan 3, 2025 · Kimberly, Wi
Client First Investment Management LLC mixed wealth
Dec 5, 2022 to May 15, 2023 · West Bend, Wi

Moves

a registration end followed by a registration begin elsewhere

Osaic Wealth, Inc. to Raymond James Financial Services Advisors, Inc
left Feb 4, 2026, registered Feb 2, 2026 (-2 days) · Affiliated broker-dealer or bank to another · moved with a team
Concorde Asset Management, LLC to Osaic Wealth, Inc.
left May 6, 2025, registered Jun 2, 2025 (27 days) · Affiliated broker-dealer or bank to another
Cuso Financial Services, L.P. to Concorde Asset Management, LLC
left Jan 3, 2025, registered Mar 4, 2025 (60 days) · Affiliated broker-dealer or bank to another
Client First Investment Management LLC to Cuso Financial Services, L.P.
left May 15, 2023, registered Jun 13, 2023 (29 days) · RIA to affiliated broker-dealer or bank

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address