James Michael Jones

Employer firm

Willamette Financial Advisors, LLC CRD 173482

$117M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2015 → Present
  Willamette Financial Advisors, Llc
  Portland, OR
• 01/2015 → 12/2017
  Centaurus Financial, Inc.
  Portland, OR

Previous Registrations

• 2013-01-08 → 2014-12-31
  Osaic Services, Inc.
  Lake Oswego, OR
• 2010-03-10 → 2012-12-31
  Kms Financial Services, Inc.
  Seattle, WA
  Portland, OR
• 2003-08-04 → 2006-01-18
  Kms Financial Services, Inc.
  Portland, OR

Other Businesses

LICENSED INSURANCE PRODUCER, VARIOUS INSURANCE COMPANIES, INVESTMENT-RELATED, SINCE 11/2009

Exams

• S66 Uniform Combined State Law Examination
  2010-03-09
• S63 Uniform Securities Agent State Law Examination
  1990-06-27

Designations

• Certified Financial Planner

Other Names

• Jim Jones
• James M Jones
• Jim M Jones