Unclaimed Profile

Jonathan Thomas Gannon

VISTA CAPITAL PARTNERS, INC.·PORTLAND, Oregon

Series 6, Series 63, Series 65CFPClean record11 years registeredVISTA CAPITAL PARTNERS, INC.

9755 SW BARNES ROAD, PORTLAND, OR 97225CRD# 6157624Firm CRD# 114913

Profile Verification

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

Identity

Jonathan Thomas Gannon · PORTLAND, OR

Registration

CRD #6157624 · VISTA CAPITAL PARTNERS, INC. · 11 years registered

Brand Profile

Not yet started

Career History

VISTA CAPITAL PARTNERS, INC.

Sep 2017 – present

FISHER INVESTMENTS

Apr 2017 – Sep 2017

CAMAS, WA

CORNERSTONE ADVISORS INC

Feb 2015 – Apr 2017

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · February 9, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VISTA CAPITAL PARTNERS, INC.

CRD 114913 · SEC 801-60536

AUM

$2.4B

Regulatory assets under management

Employees

2,900 client accounts

Services offered by VISTA CAPITAL PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VISTA CAPITAL PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Jonathan Thomas Gannon offer?

Jonathan Thomas Gannon specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.

What are Jonathan Thomas Gannon's credentials?

Jonathan Thomas Gannon holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jonathan Thomas Gannon located?

Jonathan Thomas Gannon is based in PORTLAND, Oregon, working with VISTA CAPITAL PARTNERS, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Jonathan Thomas Gannon charge for services?

Jonathan Thomas Gannon'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 VISTA CAPITAL PARTNERS, INC.?

VISTA CAPITAL PARTNERS, INC. has approximately 32 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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