Jason Lesh, financial advisor Portland OR

Jason Lesh

CRD Number: 5811524
Current Firm: Pilot Wealth Management

Jason Lesh (CRD# 5811524) is an Investment Advisor Representative working at Pilot Wealth Management in Portland, OR and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Pilot Wealth Management Portland, OR May 2010 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2011
Contact Info for Jason W. Lesh
Phone Number: 503-847-9723
Firm Website: http://www.pilotwm.com
Registered State(s):
  • OR
Current Firm Details
Pilot Wealth Management
Firm's CRD Number: 154381
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $209,672
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

OR

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