Jo McCauley, financial advisor Gresham OR

Jo McCauley

CRD Number: 1205862
Current Firm: Mccauley Investments LLC

Jo McCauley (CRD# 1205862) is an Investment Advisor Representative working at Mccauley Investments LLC in Gresham, OR and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Mccauley Investments Portland, OR Sep 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1991
Contact Info for Jo A. McCauley
Phone Number: 503-512-7644
Registered State(s):
  • OR
Current Firm Details
Mccauley Investments LLC
Firm's CRD Number: 153378
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $437,185
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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