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Steven Michael Jossi

BIRCH & JOSSI FINANCIAL ADVISORS, INC.·CLACKAMAS, Oregon
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9200 SE SUNNYBROOK BLVD. STE 210, CLACKAMAS, OR 97015CRD# 4739559Firm CRD# 117517
01

About

Steven Michael Jossi is a registered financial advisor based in CLACKAMAS, Oregon, affiliated with BIRCH & JOSSI FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
PINNACLE WEALTH ADVISORS, INC.
PINNACLE WEALTH ADVISORS
AUM
$202M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PINNACLE WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4739559
Firm CRD# 117517
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Michael Jossi offer?
Steven Michael Jossi specializes in Financial Planning, Investment Management. Contact their office in CLACKAMAS, Oregon for a consultation.
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, working with BIRCH & JOSSI FINANCIAL ADVISORS, INC.. Their office serves clients in the CLACKAMAS metropolitan area and surrounding communities.
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.
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Other advisors in CLACKAMAS
Wai Ngan Henry Yu — SUMMA GLOBAL ADVISORS, LLCRaymond Alfred Birch — PINNACLE WEALTH ADVISORS, INC.Gretchen Stangier — GRETCHEN STANGIER, INC.Ashley Marie Micciche — TRUE NORTH RETIREMENT ADVISORS, LLCRachel Jean Wakefield — SUMMA GLOBAL ADVISORS, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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