Journeytree Financial Advisors
Journeytree Financial Advisors (CRD# 154618) is a financial advisory firm headquartered in Eugene, OR. They manage $93,509,090 in 92 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management94MILLION
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Total Number of Accounts92ACCOUNTS
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Average Account Value$1,016,403
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, LA, OR, TX
Jonathan Brandt (CRD# 2369122) is an Investment Advisor Representative working at Journeytree Financial Advisors in Eugene, OR and has over 30 years of experience in the finance industry.
Matthew Mathiesen (CRD# 5768992) is an Investment Advisor Representative working at Journeytree Financial Advisors in Eugene, OR and has over 7 years of experience in the finance industry.
Jennifer Paterson (CRD# 7111630) is an Investment Advisor Representative working at Journeytree Financial Advisors in Eugene, OR and has over 4 years of experience in the finance industry.