Jason Alexander Bratt

Current Employers

Nbc Capital Advisors

8625 Sw Cascade Ave., Suite 410, Beaverton, OR 97008 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2020-02-12

OR RA
APPROVED

Since 2020-02-12

Branch Locations

8625 Sw Cascade Ave., Suite 410, Beaverton, OR 97008 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc	Lake Owego	OR	11/2008	11/2017
True Private Wealth Advisors, Llc	Portland	OR	11/2017	03/2020
Purshe Kaplan Sterlings Investments	Albany	NY	11/2017	12/2022
Bnc Wealth Management, Llc Dba Nbc Capital Advisors	Portland	OR	02/2020	Present

11/2008 → 11/2017

Ubs Financial Services Inc

Lake Owego, OR
11/2017 → 03/2020

True Private Wealth Advisors, Llc

Portland, OR
11/2017 → 12/2022

Purshe Kaplan Sterlings Investments

Albany, NY
02/2020 → Present

Bnc Wealth Management, Llc Dba Nbc Capital Advisors

Portland, OR

Previous Registrations

2017-11-30 → 2020-04-01

True Private Wealth Advisors, Llc

Portland, OR

Salem, OR
2005-04-07 → 2008-11-21

Wells Fargo Clearing Services, Llc

Sisters, OR

Portland, OR

Portland, OR

Other Businesses

1. ENTITY NAME: BNC WEALTH MANAGEMENT DBA NBC CAPITAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: BEAVERTON, OR; NATURE OF THE OTHER BUSINESS: RIA; POSITION/TITLE/RELATIONSHIP: OWNER/IAR; START DATE: 4/2020; APPROXIMATE # OF HOURS A MONTH: 40 HOURS; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 40 HOURS; BRIEFLY DESCRIBE YOUR DUTIES: TRADING/INVESTMENT ADVISORY AND FINANCIAL PLANNING. 2. ENTITY NAME: JHZ HOLDINGS LTD; INVESTMENT RELATED: YES; ADDRESS: BEAVERTON, OR; NATURE OF THE OTHER BUSINESS: S-CORP; POSITION/TITLE/RELATIONSHIP: OWNER; START DATE: 4/2020; APPROXIMATE # OF HOURS A MONTH: 0 HOURS; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 0 HOURS; BRIEFLY DESCRIBE YOUR DUTIES: S-CORP USED FOR PROCESSING OF SALARY. 3. ENTITY NAME: INSURANCE AGENT; INVESTMENT RELATED: YES; ADDRESS: BEAVERTON, OR; NATURE OF THE OTHER BUSINESS: INSURANCE; POSITION/TITLE/RELATIONSHIP: AGENT; START DATE: 4/2020; APPROXIMATE # OF HOURS A MONTH: DEPENDENT ON CLIENT NEEDS; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: DEPENDENT ON CLIENT NEEDS; BRIEFLY DESCRIBE YOUR DUTIES: SERVICE ANNUITIES. 4. ENTITY NAME: BRATSON LLC; INVESTMENT RELATED: YES; ADDRESS: BEAVERTON, OR; NATURE OF THE OTHER BUSINESS: REAL ESTATE INVESTMENT; POSITION/TITLE/RELATIONSHIP: CO-OWNER; START DATE: 2/2/2022; APPROXIMATE # OF HOURS A MONTH: 2 HOURS; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 0 HOURS; BRIEFLY DESCRIBE YOUR DUTIES: RENTAL PROPERTY MANAGEMENT.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-01-19
S63	Uniform Securities Agent State Law Examination	1997-06-17

S65 Uniform Investment Adviser Law Examination

1998-01-19
S63 Uniform Securities Agent State Law Examination

1997-06-17

View on SEC IAPD