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).

Current Firm Details
975 Oak Street, Suite 785, Eugene, OR 97401
https://www.linkedin.com/company/journey-tree-financial-planning-
By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $1,016,403
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
The map below shows states where this firm has explicit registration only.

FL, LA, OR, TX

Financial Advisors at Journeytree Financial Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Jonathan Brandt, financial advisor Eugene OR
Jonathan C. Brandt
CRD#: 2369122
975 Oak Street, Suite 785, Eugene, OR 97401

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.

2
Matthew Mathiesen, financial advisor Eugene OR
Matthew J. Mathiesen
CRD#: 5768992
975 Oak Street, Suite 785, Eugene, OR 97401

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.

3
Jennifer Paterson, financial advisor Eugene OR
Jennifer S. Paterson
CRD#: 7111630
975 Oak Street, Suite 785, Eugene, OR 97401

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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