Jeremiah Anthony Beam

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2016 → 01/2021
  Beam 5 Creative Studio
  Oregon City, OR
• 05/2016 → 01/2018
  Waddell & Reed, Inc.
  Portland, OR
• 11/2016 → 01/2018
  Various Insurance Carriers For W & R Insurance Agencies
  Oregon City, OR
• 05/2017 → 04/2018
  Restaurants Unlimited
  Portland, OR
• 01/2018 → 01/2021
  Cetera Advisor
  Denver, CO
• 04/2018 → 01/2021
  Cascadia Advisory Services, Llc
  Portland, OR
• 01/2018 → 01/2021
  Cascadia Wealth Management
  Portland, OR
• 07/2016 → 12/2017
  Waddell & Reed Inc
  Portland, OR
• 01/2021 → Present
  Lpl Financial, Llc
  Beaverton, OR

Previous Registrations

• 2018-04-09 → 2022-01-07
  Cascadia Advisory Services, Llc
  Portland, OR
• 2018-01-31 → 2020-02-11
  Cetera Advisors Llc
  Portland, OR
• 2017-01-11 → 2018-01-05
  Waddell & Reed
  Seattle, WA

Other Businesses

1. 01/01/2018 - CASCADIA WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 0%/ BEAVERTON, OR

Exams

• S66 Uniform Combined State Law Examination
  2016-10-04

Other Names

• Jeremy Beam