Jonathan Bebe, financial advisor Portland OR

Jonathan Bebe

CRD Number: 6432091
Current Firm: Onedigital Investment Advisors

Jonathan Bebe (CRD# 6432091) is an Investment Advisor Representative working at Onedigital Investment Advisors in Portland, OR and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Resources Investment Advisors Overland Park, KS Mar 2019 - Current 5
Independent Financial Group San Diego, CA Feb 2017 - Current 7
Q6 Model And Artist Management Portland, OR Jan 1994 - Current 30
Axa Advisors New York, NY Jul 2015 - Feb 2017 1
Mml Investors Services LLC Lake Oswego, OR Feb 2015 - Jun 2015 < 1
Massmutual Life Insurance Company Lake Oswego, OR Dec 2014 - Jun 2015 < 1
Being Productions Portland, OR Jul 2011 - Jun 2015 3
A Balanced Evolution Portland, OR Aug 2009 - Sep 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2015
S65 NASAA Investment Advisors Law Examination Apr 2018
Contact Info for Jonathan J. Bebe
Phone Number: 877-742-2021
Registered State(s):
  • CA
  • OR
By the Numbers
  • Total Assets Under Management
    89,149
    MILLIONS
  • Total Number of Accounts
    25,199
    ACCOUNTS
  • Average Account Value
    $3,537,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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