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Jason Scott Hildebrant

M Holdings Securities, Inc.

Portland, OR

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Current Employers
M Holdings Securities, Inc.

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2019-03-26
  • OR RA
    APPROVED
    Since 2019-03-26

Branch Locations

1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • 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
Scottrade Portland OR 10/2015 03/2018
M Holdings Securities, Inc. Portland OR 03/2019 Present
Unemployed Beaverton OR 03/2018 03/2019
  • 10/2015 → 03/2018
    Scottrade
    Portland, OR
  • 03/2019 → Present
    M Holdings Securities, Inc.
    Portland, OR
  • 03/2018 → 03/2019
    Unemployed
    Beaverton, OR
Previous Registrations
  • 2017-02-13 → 2018-03-08
    Scottrade Investment Management
    Saint Louis, MO
  • 2013-03-13 → 2015-10-23
    Harrisdirect Llc
    Arlington, VA
    Portland, OR
  • 2011-09-12 → 2013-02-20
    U.S. Bancorp Investments, Inc.
    Milwaukie, OR
    Portland, OR
    Portland, OR
  • 2004-08-03 → 2011-09-20
    Phillips & Company
    Portland, OR
    Portland, OR
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-06-04
S63 Uniform Securities Agent State Law Examination 2000-07-17
  • S65 Uniform Investment Adviser Law Examination
    2004-06-04
  • S63 Uniform Securities Agent State Law Examination
    2000-07-17

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

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