Unclaimed Profile

Steven Michael Jossi

BIRCH & JOSSI FINANCIAL ADVISORS, INC.·CLACKAMAS, Oregon

Series 6522 years registeredBIRCH & JOSSI FINANCIAL ADVISORS, INC.

9200 SE SUNNYBROOK BLVD. STE 210, CLACKAMAS, OR 97015CRD# 4739559Firm CRD# 117517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Michael Jossi · CLACKAMAS, OR

Registration

CRD #4739559 · BIRCH & JOSSI FINANCIAL ADVISORS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BIRCH & JOSSI FINANCIAL ADVISORS, INC.

PINNACLE WEALTH ADVISORS

Jun 2012 – Mar 2014

CLACKAMAS, OR

BIRCH & JOSSI FINANCIAL ADVISORS

Jan 2004 – Dec 2011

CLACKAMAS, OR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 12, 2004

Years registered · 22

Disclosure History

2014Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PINNACLE WEALTH ADVISORS, INC.

CRD 117517 · SEC 801-116763

AUM

$202M

Regulatory assets under management

Employees

464 client accounts

Services offered by PINNACLE WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PINNACLE WEALTH ADVISORS, INC. →

Introduction

Speak with Steven

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Steven is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CLACKAMAS?

Browse all registered financial advisors in CLACKAMAS, Oregon or claim this profile if it's yours.

Browse CLACKAMAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Steven Michael Jossi offer?

Steven Michael Jossi specializes in Financial Planning, Investment Management.

What are Steven Michael Jossi's credentials?

Steven Michael Jossi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Michael Jossi located?

Steven Michael Jossi is based in CLACKAMAS, Oregon, last registered with BIRCH & JOSSI FINANCIAL ADVISORS, INC..

How does Steven Michael Jossi charge for services?

Steven Michael Jossi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BIRCH & JOSSI FINANCIAL ADVISORS, INC.?

BIRCH & JOSSI FINANCIAL ADVISORS, INC. has approximately 7 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →