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Jeffrey Daniel Eischen

Pace Financial Advisors

Hillsboro, OR

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Current Employers
Pace Financial Advisors

421 Se Washington Street, Hillsboro, OR 97123 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2022-04-01
TX RA APPROVED 2022-03-08
  • OR RA
    APPROVED
    Since 2022-04-01
  • TX RA
    APPROVED
    Since 2022-03-08

Branch Locations

421 Se Washington Street, Hillsboro, OR 97123 • 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
Ameriprise Financial Services, Inc. Salem OR 01/2016 09/2020
Financial Advocates Investment Management Hillsboro OR 09/2020 03/2022
Pace Financial Advisors, Inc. Hillsboro OR 02/2022 Present
Lpl Financial Llc Hillsboro OR 09/2022 Present
  • 01/2016 → 09/2020
    Ameriprise Financial Services, Inc.
    Salem, OR
  • 09/2020 → 03/2022
    Financial Advocates Investment Management
    Hillsboro, OR
  • 02/2022 → Present
    Pace Financial Advisors, Inc.
    Hillsboro, OR
  • 09/2022 → Present
    Lpl Financial Llc
    Hillsboro, OR
Previous Registrations
  • 2020-09-11 → 2022-04-01
    Financial Advocates Investment Management
    Olympia, WA
    Hillsboro, OR
  • 2016-01-11 → 2020-09-09
    Salem, OR
    Hillsboro, OR
    Salem, OR
    Newberg, OR
  • 2010-03-22 → 2016-01-11
    Hillsboro, OR
    Hillsboro, OR
    St Louis, MO
Other Businesses

1. 09/06/2022 - PACE FINANCIAL ADVISORS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ HILLSBORO, OR 2. NAME OF OTHER BUSINESS: MOUNTAIN TOP ORCHARDS, LLC; INVESTMENT RELATED: NO; ADDRESS OF OTHER BUSINESS: 265 NE WILCOX STREET, HILLSBORO, OR; NATURE OF BUSINESS: ORCHARD; POSITION: OWNER; START DATE: 01/2020; APPROXIMATE NUMBER OF HOURS PER MONTH: 2; APPROXIMATE NUMBER OF HOURS PER MONTH DURING TRADING HOURS: 0; DUTIES: OWNER AND MANAGER. 3. 09/29/2022 - Pace Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 01/01/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Pace Financial Advisors, an independent investment advisor firm. I started this business activity in 01/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-19
  • S66 Uniform Combined State Law Examination
    2010-03-19
Other Names
  • Jeffrey Daniel Eischen

View on SEC IAPD

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