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Kevin James Groves

Oregon Pacific Wealth Management

Florence, OR

Medford, OR

CRD 5714436

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Employer firm

Oregon Pacific Wealth Management CRD 283958

$156M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Oregon Pacific Wealth Management

3250 Hillcrest Park Drive Suite 102, Medford, OR 97504 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-01-26
WA RA APPROVED 2024-01-26
  • OR RA
    APPROVED
    Since 2024-01-26
  • WA RA
    APPROVED
    Since 2024-01-26

Branch Locations

1355 Highway 101, Florence, OR 97439 • United States

3250 Hillcrest Park Drive Suite 102, Medford, OR 97504 • 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
Oregon Pacific Wealth Management, Llc Florence OR 06/2016 Present
  • 06/2016 → Present
    Oregon Pacific Wealth Management, Llc
    Florence, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-05
S63 Uniform Securities Agent State Law Examination 2010-03-03
  • S65 Uniform Investment Adviser Law Examination
    2016-05-05
  • S63 Uniform Securities Agent State Law Examination
    2010-03-03
Designations
  • Certified Financial Planner
Other Names
  • Kevin J Groves

View on SEC IAPD

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