Jonathan Brandt, financial advisor Eugene OR

Jonathan Brandt

CRD Number: 2369122
Current Firm: Journey Tree Financial Planning & Investments

Jonathan Brandt (CRD# 2369122) is an Investment Advisor Representative working at Journey Tree Financial Planning & Investments in Eugene, OR and has over 29 years of experience in the finance industry. Jonathan Brandt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Journey Tree Financial Planning & Investments Eugene, OR Oct 2010 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1993
S65 NASAA Investment Advisors Law Examination Jan 1997
Contact Info for Jonathan C. Brandt
Phone Number: 541-485-3154
Registered State(s):
  • CA
  • FL
  • LA
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    88
    MILLIONS
  • Total Number of Accounts
    261
    ACCOUNTS
  • Average Account Value
    $339,042
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

CA, FL, LA, OR, TX

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