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Chief Financial Officer · TPG Financial Advisors, LLC

Jacob A. Shafer

CRD 4106268 · Named on Form ADV at one SEC-registered adviser

At a glance

TPG Financial Advisors, LLC, an SEC-registered asset manager based in Portland, OR with $2.2 billion in regulatory assets, lists Jacob A. Shafer on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

AtlasMembers

Jacob’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John S. WoolleyManaging Director of Wealth Management & President, TPG Financial Advisors, LLC
  • Carrie T. MaerzChief Compliance Officer, TPG Financial Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jacob’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.