Broker Check
Jacob Perry CFA, MBA, CFP®

Jacob Perry CFA, MBA, CFP®


In 2010 Jacob graduated from the Oregon Institute of Technology with a Bachelor of Science, and in 2016 graduated with a Master of Business Administration from Eastern Washington University. After helping to found Riverview Wealth Strategies, he received his certification as an Accredited Portfolio Management Advisor, CERTIFIED FINANCIAL PLANNER™ and CFA® charter holder.

Jacob’s approach to financial planning is centered on initial and continuing education. Through the learning process his clients can engage in their custom strategies, allowing them to pursue their financial goals with clarity and confidence.

Outside of the office, Jacob spends free time enjoying the outdoors through hiking, fishing, and camping.

Jacob also proudly serves on the Board of Directors as well as the Philanthropy Committee for the Greater Inland Northwest chapter of the American Red Cross.

LPL Financial is not affiliated with any other entities referenced.