Claim Profile
JE

Jeffrey Daniel Eischen

PACE FINANCIAL ADVISORS, INC.·HILLSBORO, Oregon
Unclaimed Profile
421 SE WASHINGTON STREET, HILLSBORO, OR 97123CRD# 5753349Firm CRD# 318359
01

About

Jeffrey Daniel Eischen is a registered financial advisor based in HILLSBORO, Oregon, affiliated with PACE FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PACE FINANCIAL ADVISORS, INC.
PACE FINANCIAL ADVISORS
AUM
$301M
Regulatory assets under management
Employees
9
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5753349
Firm CRD# 318359
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HILLSBORO?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty