Best Investors Account Sign in
Inactive

Jason David Norris

Ferguson Wellman Capital Management, Inc.

Portland, OR

CRD 2909285

Claim This Profile
Employer firm

Ferguson Wellman Capital Management, Inc. CRD 104692

$10.7B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Ferguson Wellman Capital Management, Inc.

805 Southwest Broadway Suite 2100, Portland, OR 97205 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2003-04-03
  • OR RA
    APPROVED
    Since 2003-04-03

Branch Locations

888 Sw Fifth Avenue Suite 1200, Portland, OR 97204 • 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
OrganizationCityStateFromTo
Ferguson Wellman Capital Management, Inc. Portland OR 06/2001 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.

Nearby Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR

More in Portland, OR

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor