Jadyn Kerns-Funk (CRD# 7270239) is an Investment Advisor Representative working at Blue Water Wealth in Portland, OR and has over 3 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Water Wealth, Inc. | Portland, OR | Mar 2020 - Current | 4 |
| Fisher Investments | Camas, WA | Jun 2019 - Mar 2020 | < 1 |
| University Of Puget Sound | Tacoma, WA | Sep 2018 - May 2019 | < 1 |
| University Of Puget Sound | Tacoma, WA | Aug 2015 - May 2019 | 3 |
| Michaels Arts & Crafts | Tualatin, OR | May 2017 - Aug 2017 | < 1 |
| Tilly's | Tualatin, OR | May 2017 - Aug 2017 | < 1 |
| Michael's Arts & Crafts | Tualatin, OR | May 2016 - Aug 2016 | < 1 |
| Five Spice Restaurant & Bar | Lake Oswego, OR | May 2015 - Aug 2015 | < 1 |
| Full-time Student | Lake Oswego, OR | Jun 2010 - Jun 2015 | 5 |
| The Springs Living | Lake Oswego, OR | May 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- OR
- TX
- WA
-
Total Assets Under Management317MILLIONS
-
Total Number of Accounts1,021ACCOUNTS
-
Average Account Value$310,552
- A percentage of assets under your management
- 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)
AZ, CA, MI, NY, OR, TX, WA
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