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Jason Alexander Bratt

BNC WEALTH MANAGEMENT, LLC·BEAVERTON, Oregon
SIE, Series 7, Series 63, Series 65Clean record21 years registeredBNC WEALTH MANAGEMENT, LLC
8625 SW CASCADE AVE.,, BEAVERTON, OR 97008CRD# 2891892Firm CRD# 306483

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Alexander Bratt · BEAVERTON, OR
Registration
CRD #2891892 · BNC WEALTH MANAGEMENT, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

NBC CAPITAL ADVISORS
Feb 2020 – present
TRUE PRIVATE WEALTH ADVISORS, LLC
Nov 2017 – Apr 2020
PORTLAND, OR
WACHOVIA SECURITIES, LLC
Apr 2005 – Nov 2008
SISTERS, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · April 7, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BNC WEALTH MANAGEMENT, LLC
CRD 306483 · SEC 801-117800
AUM
$564M
Regulatory assets under management
Employees
5
1,995 client accounts
Services offered by BNC WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at BNC WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Jason Alexander Bratt offer?
Jason Alexander Bratt specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BEAVERTON, Oregon for a consultation.
What are Jason Alexander Bratt's credentials?
Jason Alexander Bratt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Alexander Bratt located?
Jason Alexander Bratt is based in BEAVERTON, Oregon, working with BNC WEALTH MANAGEMENT, LLC. Their office serves clients in the BEAVERTON metropolitan area and surrounding communities.
How does Jason Alexander Bratt charge for services?
Jason Alexander Bratt's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BNC WEALTH MANAGEMENT, LLC?
BNC WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $564M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BNC WEALTH MANAGEMENT, LLC

David Kenneth Nanson
BEAVERTON, OR

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Nearby cities in Oregon
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City Guides
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Research
Advisor Fees in OregonNational Fee Analysis
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