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James Michael Jones

Willamette Financial Advisors, LLC

Portland, OR

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Current Employers
Willamette Financial Advisors, Llc

6650 Sw Redwood Lane, Suite 310 Suite 310, Portland, OR 97224 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-20
OR RA APPROVED 2015-01-07
  • TX RA
    APPROVED
    Since 2025-02-20
  • OR RA
    APPROVED
    Since 2015-01-07

Branch Locations

6650 Sw Redwood Lane, Suite 310 Suite 310, Portland, OR 97224 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Willamette Financial Advisors, Llc Portland OR 01/2015 Present
Centaurus Financial, Inc. Portland OR 01/2015 12/2017
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
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-09
S63 Uniform Securities Agent State Law Examination 1990-06-27
  • S66 Uniform Combined State Law Examination
    2010-03-09
  • S63 Uniform Securities Agent State Law Examination
    1990-06-27
Designations
Other Names
  • Jim Jones
  • James M Jones
  • Jim M Jones

View on SEC IAPD

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INMAN FINANCIAL SERVICES, INC.
PINNACLE WEALTH ADVISORS
OSAIC WEALTH, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

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