JACOB LEE STALDER is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with NAVIGATE FINANCIAL PLANNING LLC, ORIGIN INVESTMENT ADVISORY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ORIGIN INVESTMENT ADVISORY LLC | 2023-03-15 | present | Yes |
| NAVIGATE FINANCIAL PLANNING LLC | 2023-03-02 | present | Yes |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 2020-01-13 | 2022-10-17 | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2018-01-03 | 2019-07-18 | — |