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John Martin Chavez

Multnomah Group, Inc.

Carlsbad, CA

Portland, OR

CRD 2451722

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Employer firm

Multnomah Group, Inc. CRD 132131

$2.67B regulatory AUM 134 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Multnomah Group, Inc.

1155 Sw Morrison Street Suite 501, Portland, OR 97205 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-20
  • CA RA
    APPROVED
    Since 2026-03-20

Branch Locations

Carlsbad, CA • United States

1155 Sw Morrison Street Suite 501, Portland, OR 97205 • 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
Nationwide Investment Services Corporation Columbus OH 12/2014 03/2026
Multnomah Group Portland OR 03/2026 Present
  • 12/2014 → 03/2026
    Nationwide Investment Services Corporation
    Columbus, OH
  • 03/2026 → Present
    Multnomah Group
    Portland, OR
Previous Registrations
Other Businesses

Managing partner of That Pizza Place, located in Carlsbad CA. Started on 8/21/2020, devoting approximately 40 hours per month, none during trading hours. Not investment related.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-08-01
S65 Uniform Investment Adviser Law Examination 2011-10-29
  • S63 Uniform Securities Agent State Law Examination
    2025-08-01
  • S65 Uniform Investment Adviser Law Examination
    2011-10-29

View on SEC IAPD

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