Jason McMillen, financial advisor Bend OR

Jason McMillen

CRD Number: 2854726
Current Firm: Portland Private Wealth Management, Inc.

Jason McMillen (CRD# 2854726) is an Investment Advisor Representative working at Portland Private Wealth Management, Inc. in Bend, OR and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Portland Private Wealth Management, Inc. Portland, OR Jan 2023 - Current 1
Portland Private Wealth Management, Inc. Portland, OR Feb 2007 - Jan 2023 15
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Aug 2014 2
First Allied Securities, Inc. Portland, OR Jan 2007 - Aug 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Jason S. McMillen
Phone Number: 503-405-9472
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    200
    MILLIONS
  • Total Number of Accounts
    870
    ACCOUNTS
  • Average Account Value
    $230,156
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, FL, OR, TX, WA

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