Jason Shamus Mcmillen

Employer firm

Portland Private Wealth Management, Inc. CRD 171321

$235M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2007 → 01/2023
  Portland Private Wealth Management, Inc.
  Portland, OR
• 01/2023 → Present
  Portland Private Wealth Management, Inc.
  Portland, OR

Previous Registrations

• 2012-07-02 → 2014-08-29
  First Allied Advisory Services, Inc.
  Portland, OR
• 2007-03-02 → 2012-07-02
  First Allied Securities, Inc.
  Portland, OR
  Lake Oswego, OR
  Portland, OR
  Lake Oswego, OR
  Portland, OR
  Portland, OR
  Portland, OR
• 2003-04-23 → 2005-02-07
  Morgan Stanley Dw Inc.
  Portland, OR

Other Businesses

1. Kells FC, Non-profit Organization, Manager, Since 01/2009; 2 hours per month. 2. Tualatin Hills United Soccer Club, Non-profit Organization, Coach, Since 05/2010, 40 hours per month. 3. Jesuit High School, Non-profit Organization, Coach, Since 08/2015, 45 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-03
• S63 Uniform Securities Agent State Law Examination
  1998-05-21

Other Names

• Jason S Mcmillen