Unclaimed Profile

James Michael Jones

WILLAMETTE FINANCIAL ADVISORS, LLC·PORTLAND, Oregon

SIE, Series 6, Series 7, Series 63, Series 66CFPClean record23 years registeredWILLAMETTE FINANCIAL ADVISORS, LLC

6650 SW REDWOOD LANE, SUITE 310, PORTLAND, OR 97224CRD# 2070022Firm CRD# 173482

Profile Verification

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

Identity

James Michael Jones · PORTLAND, OR

Registration

CRD #2070022 · WILLAMETTE FINANCIAL ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

WILLAMETTE FINANCIAL ADVISORS, LLC

Jan 2015 – present

SAGEPOINT FINANCIAL, INC.

Jan 2013 – Dec 2014

LAKE OSWEGO, OR

KMS FINANCIAL SERVICES, INC

Mar 2010 – Dec 2012

PORTLAND, OR

KMS FINANCIAL SERVICES, INC

Aug 2003 – Jan 2006

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · August 4, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WILLAMETTE FINANCIAL ADVISORS, LLC

CRD 173482 · SEC 801-112193

AUM

$131M

Regulatory assets under management

Employees

687 client accounts

Services offered by WILLAMETTE FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WILLAMETTE FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does James Michael Jones offer?

James Michael Jones specializes in Financial Planning, Investment Management. Contact their office in PORTLAND, Oregon for a consultation.

What are James Michael Jones's credentials?

James Michael Jones holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Michael Jones located?

James Michael Jones is based in PORTLAND, Oregon, working with WILLAMETTE FINANCIAL ADVISORS, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does James Michael Jones charge for services?

James Michael Jones's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WILLAMETTE FINANCIAL ADVISORS, LLC?

WILLAMETTE FINANCIAL ADVISORS, LLC has approximately 6 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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