Jonas Ferris, financial advisor Portland OR

Jonas Ferris

CRD Number: 2377112
Current Firm: Maxadvisor Private Management

Jonas Ferris (CRD# 2377112) is an Investment Advisor Representative working at Maxadvisor Private Management in Portland, OR and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Maxadvisor LLC Portland, OR Oct 2002 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S65 NASAA Investment Advisors Law Examination Sep 2005
Contact Info for Jonas M. Ferris
Phone Number: 888-871-7307
Registered State(s):
  • OR
Current Firm Details
Maxadvisor Private Management
Firm's CRD Number: 125148
By the Numbers
  • Total Assets Under Management
    38
    MILLIONS
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $1,060,406
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OR

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