Westlake Village, CA Office

Jacob Dahlstrum is a financial advisor with Raymond James Financial in Westlake Village, CA, holding a Series 66 designation and 11 years of industry experience. He has been associated with Raymond James since 2015 and has worked at Dahlstrum Financial since 2017. Dahlstrum is also the author of the 401k Mini-Guide, published through Amazon. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance advisory work through a unique affiliation with a municipal advisor.

Jon Dahlstrum is a financial advisor with Raymond James Financial in Thousand Oaks, CA, holding a Series 63 designation and 39 years of industry experience. He has worked at Raymond James since 1991 and operates Dahlstrum Financial, focusing on non-variable life insurance sales. Dahlstrum also serves as an independent contractor with Boscoe Insurance Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, institutional, and charitable clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports a broad advisor network, including services for municipal and public finance.