Portfolio Strategies Inc.

Portfolio Strategies Inc. (CRD# 104685) is a financial advisory firm headquartered in Tacoma, WA. They manage $295,553,594 in 2,182 accounts and serve the financial needs of clients across 41 states (or territories).

By the Numbers
  • Total Assets Under Management
    296
    MILLION
  • Total Number of Accounts
    2,182
    ACCOUNTS
  • Average Account Value
    $135,451
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Portfolio Strategies Inc.
Showing 1 - 4 of 4 top financial advisors.
1
David J. Jajewski
CRD#: 1691466
1724 W Union #200, Tacoma, WA 98405
93
Wealthminder
score

David Jajewski (CRD# 1691466) is an Investment Advisor Representative working at Portfolio Strategies Inc. in Tacoma, WA and has over 29 years of experience in the finance industry.

2
Andrew D. Mirkovich
CRD#: 2204828
Sammamish, WA
93
Wealthminder
score

Andrew Mirkovich (CRD# 2204828) is an Investment Advisor Representative working at Portfolio Strategies Inc. in Sammamish, WA and has over 24 years of experience in the finance industry.

3
John D. Williamson
CRD#: 2357023
1724 W. Union Avenue, #200, Tacoma, WA 98405
93
Wealthminder
score

John Williamson (CRD# 2357023) is an Investment Advisor Representative working at Portfolio Strategies Inc. in Tacoma, WA and has over 23 years of experience in the finance industry.

4
John D. Kimbrough
CRD#: 2612239
Corinth, TX
73
Wealthminder
score

John Kimbrough (CRD# 2612239) is an Investment Advisor Representative working at Portfolio Strategies Inc. in Corinth, TX and has over 21 years of experience in the finance industry.

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