Unclaimed Profile

Joshua D Frankel

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.·PORTLAND, Oregon

Series 7, Series 66Clean record17 years registeredFERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

888 SW 5TH AVE STE 1200, PORTLAND, OR 97204CRD# 5672556Firm CRD# 104692

Profile Verification

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

Identity

Joshua D Frankel · PORTLAND, OR

Registration

CRD #5672556 · FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. · 17 years registered

Brand Profile

Not yet started

Career History

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

Jul 2013 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2009 – Jul 2013

LAKE OSWEGO, OR

EDWARD JONES

Aug 2009 – Sep 2009

ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · August 5, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

CRD 104692 · SEC 801-11188

AUM

$8.4B

Regulatory assets under management

Employees

4,068 client accounts

Services offered by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Joshua D Frankel offer?

Joshua D Frankel specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.

What are Joshua D Frankel's credentials?

Joshua D Frankel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua D Frankel located?

Joshua D Frankel is based in PORTLAND, Oregon, working with FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Joshua D Frankel charge for services?

Joshua D Frankel'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 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.?

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. has approximately 60 employees and manages $8.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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