Journey Tree Financial Planning & Investments

Journey Tree Financial Planning & Investments (CRD# 154618) is a financial advisory firm headquartered in Eugene, OR. They manage $46,982,296 in 260 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $180,701
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OR

Financial Advisors at Journey Tree Financial Planning & Investments
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan C. Brandt
CRD#: 2369122
975 Oak Street, Suite 785, Eugene, OR 97401
96
Wealthminder
score

Jonathan Brandt (CRD# 2369122) is an Investment Advisor Representative working at Journey Tree Financial Planning & Investments in Eugene, OR and has over 23 years of experience in the finance industry. Jonathan Brandt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jason R. Nelson-Elting
CRD#: 6206698
975 Oak Street, Suite 785, Eugene, OR 97401
90
Wealthminder
score

Jason Nelson-Elting (CRD# 6206698) is an Investment Advisor Representative working at Journey Tree Financial Planning & Investments in Eugene, OR and has over 3 years of experience in the finance industry.

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