Jeffrey Bloch, financial advisor Beaverton OR

Jeffrey Bloch

CRD Number: 6344640
Current Firm: Main Avenue Financial Services, LLC

Jeffrey Bloch (CRD# 6344640) is an Investment Advisor Representative working at Main Avenue Financial Services, LLC in Beaverton, OR and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Main Avenue Financial Services L.l.c Beaverton, OR May 2014 - Current 9
Unemployed Portland, OR Jul 2013 - May 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Jeffrey A. Bloch
Phone Number: 503-336-3776
Registered State(s):
  • AZ
  • WA
By the Numbers
  • Total Assets Under Management
    80
    MILLIONS
  • Total Number of Accounts
    216
    ACCOUNTS
  • Average Account Value
    $371,846
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, OR, WA

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