Katahdin Financial Group

About Katahdin Financial Group

Having lived amidst the landscapes of Maine, Jay developed a profound love for its natural beauty, particularly the awe-inspiring presence of Mt. Katahdin. Katahdin Financial Group’s name is a nod to Jay’s deep-rooted connection to the state. When Jay relocated to Oregon, he named his financial venture after Mt. Katahdin to symbolically preserve the bridge between the East and West. This reflects his dedication to creating lasting connections and financial legacies that endure across generations. From our offices in Maine and Oregon, we serve clients in 29 states, providing personalized services regardless of your location or the size of your portfolio. With every client, our team is dedicated to developing lasting relationships based on integrity, mutual respect, and honest conversations. Jay Tobias is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (www.finra.org)/(www.sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Katahdin Financial Group or LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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