Unclaimed Profile

Erik Jon Bjorvik

M FINANCIAL ASSET MANAGEMENT, INC.·PORTLAND, Oregon

Series 6, Series 7, Series 63, Series 65Clean record20 years registeredM FINANCIAL ASSET MANAGEMENT, INC.

1125 NW COUCH ST, PORTLAND, OR 97209CRD# 2256987Firm CRD# 136694

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Erik Jon Bjorvik · PORTLAND, OR

Registration

CRD #2256987 · M FINANCIAL ASSET MANAGEMENT, INC. · 20 years registered

Brand Profile

Not yet started

Career History

LRI INVESTMENTS

Jun 2024 – present

M HOLDINGS SECURITIES, INC.

Jun 2010 – Apr 2024

PORTLAND, OR

M FINANCIAL ASSET MANAGEMENT, INC.

Apr 2006 – Apr 2024

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · April 3, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

M FINANCIAL ASSET MANAGEMENT, INC.

CRD 136694 · SEC 801-66320

AUM

$1.3B

Regulatory assets under management

Employees

2,489 client accounts

Services offered by M FINANCIAL ASSET MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at M FINANCIAL ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Erik Jon Bjorvik offer?

Erik Jon Bjorvik specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.

What are Erik Jon Bjorvik's credentials?

Erik Jon Bjorvik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erik Jon Bjorvik located?

Erik Jon Bjorvik is based in PORTLAND, Oregon, working with M FINANCIAL ASSET MANAGEMENT, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Erik Jon Bjorvik charge for services?

Erik Jon Bjorvik'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 M FINANCIAL ASSET MANAGEMENT, INC.?

M FINANCIAL ASSET MANAGEMENT, INC. has approximately 5 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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