Jason David Tanz

Current Employers

Employment History

• 09/2015 → 06/2019
  Oregon State University
  Corvallis, OR
• 06/2019 → 02/2020
  Unemployed
  Lake Oswego, OR
• 06/2018 → 09/2018
  Halftheclothes
  Corvallis, OR
• 06/2016 → 09/2016
  Kid Spirit
  Corvallis, OR
• 06/2016 → 06/2019
  Oregon State University
  Corvallis, OR
• 02/2020 → 05/2020
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 05/2020 → 07/2020
  Northwestern Mutual Investment Services Llc
  Lake Oswego, OR
• 05/2021 → 04/2022
  Ameriprise Financial Services Llc
  Portland, OR
• 07/2020 → 02/2021
  Clear Financial Partners
  Lake Oswego, OR
• 07/2022 → 02/2025
  Phillips And Company
  Portland, OR
• 04/2022 → 07/2022
  Unemployed
  Lake Oswego, OR
• 02/2021 → 05/2021
  Unemployed
  Lake Oswego, OR
• 02/2025 → Present
  Preisz Financial
  Portland, OR
• 03/2025 → Present
  Lpl Financial
  Portland, OR

Other Businesses

1- 03/2025 / Preisz Financial / DBA for LPL Business (entity for LPL business) / Inv Rltd / at location / 80 hrs mnth / 8 hrs during trading / start 02/01/2025 2) 03/12/2025 - Preisz Financial - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date:02/10/2025 - 80 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to Preisz Financial, an independent investment advisor firm. I started this business activity in 2/2025. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2025-01-25

Other Names

• Jason David Tanz