Meet Your TEAM

Jacob Sandberg

LPL Client Services Associate

Jacob Sandberg

Jacob focuses on exceptional client experiences. He values client interactions, OIG’s team, and outdoor adventures like hiking and snowboarding.

Credentials

Experience

  • More than 8 years in the financial services industry
  • Practice Manager– Householder Group Estate and Retirement Specialists – Edmonds, WA

Securities Registrations & Credentials

  • Series 66 Uniform Investment Adviser Law Held with Financial Advocates Investment Management and LPL Financial
  • Series 7 General Securities Representative Held with LPL Financial

Meet Your Team

Let’s talk.

Your wealth management journey begins with a conversation. Give us a call at (425) 312-6460 or fill out the form to get started today.

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Snow on the mountains in Olympic National Park