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Jeffrey Daniel Eischen

PACE FINANCIAL ADVISORS, INC.·HILLSBORO, Oregon
SIE, Series 7, Series 66Clean record16 years registeredPACE FINANCIAL ADVISORS, INC.
421 SE WASHINGTON STREET, HILLSBORO, OR 97123CRD# 5753349Firm CRD# 318359

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Daniel Eischen · HILLSBORO, OR
Registration
CRD #5753349 · PACE FINANCIAL ADVISORS, INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
Sep 2022 – present
PACE FINANCIAL ADVISORS
Mar 2022 – present
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
Sep 2020 – Apr 2022
Hillsboro, OR
AMERIPRISE FINANCIAL SERVICES, LLC.
Jan 2016 – Sep 2020
Hillsboro, OR
EDWARD JONES
Mar 2010 – Jan 2016
HILLSBORO, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 22, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PACE FINANCIAL ADVISORS, INC.
CRD 318359 · SEC 801-123174
AUM
$301M
Regulatory assets under management
Employees
9
3,725 client accounts
Services offered by PACE FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PACE FINANCIAL ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Jeffrey Daniel Eischen offer?
Jeffrey Daniel Eischen specializes in Financial Planning, Investment Management. Contact their office in HILLSBORO, Oregon for a consultation.
What are Jeffrey Daniel Eischen's credentials?
Jeffrey Daniel Eischen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Daniel Eischen located?
Jeffrey Daniel Eischen is based in HILLSBORO, Oregon, working with PACE FINANCIAL ADVISORS, INC.. Their office serves clients in the HILLSBORO metropolitan area and surrounding communities.
How does Jeffrey Daniel Eischen charge for services?
Jeffrey Daniel Eischen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACE FINANCIAL ADVISORS, INC.?
PACE FINANCIAL ADVISORS, INC. has approximately 9 employees and manages $301M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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