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Eldon Reese Advisory Group CRD 322069
$59.1M regulatory AUM 12 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4900 Sw Griffith Dr Suite 103, Beaverton, OR 97005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-10-14 |
| OR | RA | APPROVED | 2025-10-07 |
| WA | RA | APPROVED | 2025-10-07 |
Branch Locations
4900 Sw Griffith Dr Suite 103, Beaverton, OR 97005 • United States
Provo, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eldon Reese Advisory Group | Beaverton | OR | 09/2025 | Present |
| Gajardo Wealth Management | American Fork | UT | 04/2025 | 06/2025 |
| Clearstone Associates | Provo | UT | 04/2025 | 06/2025 |
| The Church Of Jesus Christ Latter Day Saints | Cusco | 01/2023 | 12/2024 | |
| Gimres Shoes | Hillsboro | OR | 06/2021 | 08/2021 |
| Shute Park Aquatic & Recreational Center | Hillsboro | OR | 02/2021 | 06/2021 |
| Eldon Reese Advisory Group | Beaverton | OR | 06/2025 | 09/2025 |
| Brookwood Elementary School | Hillsboro | OR | 09/2015 | 06/2017 |
| South Meadows Middle School | Hillsboro | OR | 09/2016 | 06/2018 |
| Hillsboro High School | Hillsboro | OR | 09/2018 | 06/2022 |
| Brigham Young University | Provo | UT | 08/2022 | 12/2022 |
| Brigham Young University | Provo | UT | 01/2025 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-25 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-03 |
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