Jeffrey Dean Vass

Employer firm

Meridian Financial Group, Inc. CRD 155067

$63.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2009 → Present
  Lpl Financial, Llc
  Milwaukie, OR
• 02/1999 → Present
  Meridian Financial Group, Inc
  Portland, OR

Other Businesses

(1) 6/23/2010: REGISTERED INVESTMENT ADVISOR - MERIDIAN FINANCIAL GROUP - (HYBRID) WE PROVIDE FINANCIAL PLANS AND CHARGE AN HOURLY OR FIXED FEE. - TIME SPENT 3% - MILWAUKIE, OR. (2) 12/17/2012: DBA for LPL Business (entity for LPL business) - MERIDIAN FINANCIAL GROUP, INC. - MILWAUKIE, OR - Investment Related. (3)09/10/2024 - real - Real Estate Rental - Investment Related - Gresham, OR. - Start Date 03/13/2013 - 3 Hours Per Month/ 0 Hours During Trading (4) 09/10/2024 - Real Estate Rental - Investment Related - Gresham, OR. - Start Date 07/11/2013 - 3 Hours Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-17
• S63 Uniform Securities Agent State Law Examination
  1992-11-12

Other Names

• Jeff Vass
• Jeff D Vass