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Jason Maurice Finnigan

HIGHROAD WEALTH ADVISORS, LLC·COOS BAY, Oregon
Clean recordHIGHROAD 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jason Maurice Finnigan is a registered financial advisor based in COOS BAY, Oregon, affiliated with HIGHROAD WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HIGHROAD WEALTH ADVISORS, LLC
HIGHROAD WEALTH ADVISORS, LLC
AUM
$131M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at HIGHROAD WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2827406
Firm CRD# 331566
View on FINRA BrokerCheck →

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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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)JACKSONVILLE (11)GRANTS PASS (11)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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