James Ryan Mcquiston

Current Employers

Employment History

• 02/2021 → 09/2025
  Avantax Advisory Services
  Eugene, OR
• 02/2021 → 09/2025
  Avantax Investment Services, Inc.
  Eugene, OR
• 11/2020 → Present
  Jones & Roth Pc
  Eugene, OR
• 07/2015 → 10/2020
  Zirkle Long & Associates Llc
  Eugene, OR
• 04/2017 → Present
  Cicada Llc
  Eugene, OR
• 06/2020 → Present
  Jones & Roth Financial Advisors, Llc
  Eugene, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Eugene, OR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-11-02 → 2025-09-05
  Avantax Advisory Services
  Eugene, OR

Other Businesses

1) McQuiston Consulting LLC~'NIR'~960 St Andrews Dr~Eugene~OR~97401~Other~Other~4/13/2020~5hrs~4hrs~I am the 100% owner of this entity. I manage two trusts - Kelsey Marie Malakoff Trust and Maxwell Graham Malakoff Trust. I distribute funds when necessary to each beneficiary of the trusts.| 2) Cicada LLC~'NIR'~1430 Willamette St #23~Eugene~OR~97401~Accounting Services/Tax Preparation~Other~4/25/2017~1hrs~1hrs~I prepare and review business and individual tax returns. I help a few small taxpayers with their tax returns each year. There is very little business being conducted at the business.| 3) Fiduciary Appointment-Trustee~'NIR'~960 St Andrews Dr~Eugene~OR~97401~10/1/2018~5hrs~1hrs~Manage assets held in trust. Make distribution to individual as required and necessary| 4) Fiduciary Appointment-Trustee~'NIR'~960 St Andrews Dr~Eugene~OR~97401~10/1/2018~5hrs~0hrs~My role is to manage the real estate holdings. I also make distributions to the beneficiary when necessary| 5) DP Legacy Properties LLC~'NIR'~960 St Andrews Dr~Eugene~OR~97401~Rental Property~Other~4/4/2017~2hrs~2hrs~I manage the real estate. Keep the books and records and pay bills on behalf of the LLC.| 6) MCG2 LLC~'NIR'~960 St Andrews Dr~Eugene~OR~97401~Rental Property~Other~12/31/2007~2hrs~2hrs~I help manage this property. Keep the books and records, pay bills and distribute funds to partners.| 7) Jones & Roth Financial Advisors, LLC~'NIR'~260 Country Club Rd Suite 100~Eugene~OR~97401~Other~Independent Contractor~6/1/2021~1hrs~1hrs~Once I am licensed, I will be a referring advisor and will help individuals with retirement planning and assist them with individual tax strategies to help them obtain their personal goals. All investment activity will be conducted through Avantax.| 8) Jones & Roth PC~'IR'~260 Country Club Rd Suite 100~Eugene~OR~97401~Accounting Services/Tax Preparation~Employee~11/1/2020~140hrs~120hrs~Manage staff on assurance engagements and tax returns. Assist clients with tax planning. Represent clients in the event of an IRS audit and when they receive any notices from the IRS or state authorities.|

Exams

• S66 Uniform Combined State Law Examination
  2022-10-31

Other Names

• James R. Mcquiston
• Jim Mcquiston
• James Ryan Mcquiston
• James Mcquiston