Unclaimed Profile

Jill Ellen Ehret

M HOLDINGS SECURITIES, INC.·PORTLAND, Oregon

SIE, Series 7, Series 24, Series 63, Series 99TOClean recordM HOLDINGS SECURITIES, INC.

1125 N.W. COUCH STREET, PORTLAND, OR 97209CRD# 4004344Firm CRD# 43285

Profile Verification

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

Identity

Jill Ellen Ehret · PORTLAND, OR

Registration

CRD #4004344 · M HOLDINGS SECURITIES, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

M HOLDINGS SECURITIES, INC.

CRD 43285 · SEC 801-57304

AUM

$4.5B

Regulatory assets under management

Employees

706

9,871 client accounts

Services offered by M HOLDINGS SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing 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 M HOLDINGS SECURITIES, INC. →

Introduction

Speak with Jill Ellen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jill Ellen is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PORTLAND?

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

Browse PORTLAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jill Ellen Ehret offer?

Jill Ellen Ehret specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Jill Ellen Ehret's credentials?

Jill Ellen Ehret is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jill Ellen Ehret located?

Jill Ellen Ehret is based in PORTLAND, Oregon, working with M HOLDINGS SECURITIES, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Jill Ellen Ehret charge for services?

Jill Ellen Ehret'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 M HOLDINGS SECURITIES, INC.?

M HOLDINGS SECURITIES, INC. has approximately 706 employees and manages $4.5B 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 →