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Jason Maurice Finnigan

HIGHROAD WEALTH ADVISORS, LLC·COOS BAY, Oregon
SIE, Series 7, Series 24, Series 63, Series 66Clean record25 years registeredHIGHROAD WEALTH ADVISORS, LLC
170 S. 2ND STREET, SUITE 201, COOS BAY, OR 97420CRD# 2827406Firm CRD# 331566

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Maurice Finnigan · COOS BAY, OR
Registration
CRD #2827406 · HIGHROAD WEALTH ADVISORS, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

HIGHROAD WEALTH ADVISORS, LLC
Aug 2024 – present
WELLS FARGO ADVISORS
Feb 2014 – Aug 2024
COOS BAY, OR
MORGAN STANLEY
Jun 2009 – Feb 2014
COOS BAY, OR
CITIGROUP GLOBAL MARKETS INC.
Mar 2001 – Jun 2009
COOS BAY, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · March 14, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HIGHROAD WEALTH ADVISORS, LLC
CRD 331566 · SEC 801-130463
AUM
$131M
Regulatory assets under management
Employees
2
212 client accounts
Services offered by HIGHROAD WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HIGHROAD WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Jason Maurice Finnigan offer?
Jason Maurice Finnigan specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in COOS BAY, Oregon for a consultation.
What are Jason Maurice Finnigan's credentials?
Jason Maurice Finnigan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Maurice Finnigan located?
Jason Maurice Finnigan is based in COOS BAY, Oregon, working with HIGHROAD WEALTH ADVISORS, LLC. Their office serves clients in the COOS BAY metropolitan area and surrounding communities.
How does Jason Maurice Finnigan charge for services?
Jason Maurice Finnigan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HIGHROAD WEALTH ADVISORS, LLC?
HIGHROAD WEALTH ADVISORS, LLC has approximately 2 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HIGHROAD WEALTH ADVISORS, LLC

Joshua James Snoddy
COOS BAY, OR

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
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Research
Advisor Fees in OregonNational Fee Analysis
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