James Jones (CRD# 2070022) is an Investment Advisor Representative working at Willamette Financial Advisors, LLC in Portland, OR and has over 33 years of experience in the finance industry. James Jones 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.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Willamette Financial Advisors, LLC | Portland, OR | Jan 2015 - Current | 9 |
Centaurus Financial, Inc. | Portland, OR | Jan 2015 - Dec 2017 | 2 |
Sagepoint Financial, Inc. | Lake Oswego, OR | Jan 2013 - Dec 2014 | 1 |
Willamette Financial Group, LLC | Portland, OR | Jan 2013 - Dec 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1990 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2010 |
- OR
- TX
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Total Assets Under Management131MILLIONS
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Total Number of Accounts687ACCOUNTS
-
Average Account Value$191,380
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, ID, IL, LA, OR, TX, WA
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