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Jeffrey Jackson Dunn-Bernstein

Paradise Advisor Group LLC

Portland, OR

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Current Employers
Paradise Advisor Group Llc

Portland, OR • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-08-14
OR RA APPROVED 2024-11-26
  • WA RA
    APPROVED
    Since 2025-08-14
  • OR RA
    APPROVED
    Since 2024-11-26

Branch Locations

Portland, OR • 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
Lpl Financial, Llc Oregon City OR 08/2015 11/2024
Financial Advocates Investment Management Oregon City OR 08/2015 01/2025
Paradise Advisor Group, Llc Portland OR 11/2024 Present
Alqymi, Llc Portland OR 09/2020 Present
  • 08/2015 → 11/2024
    Lpl Financial, Llc
    Oregon City, OR
  • 08/2015 → 01/2025
    Financial Advocates Investment Management
    Oregon City, OR
  • 11/2024 → Present
    Portland, OR
  • 09/2020 → Present
    Alqymi, Llc
    Portland, OR
Previous Registrations
  • 2015-09-22 → 2025-01-02
    Financial Advocates Investment Management
    Oregon City, OR
    Olympia, WA
  • 2014-03-03 → 2015-07-01
    St Louis, MO
    West Linn, OR
    Hillsboro, OR
Other Businesses

1. Licensed insurance professional; not investment-related; same business address; less than 10% of business time. 2) ALQYMI, LLC; Not investment-related; Same business address; Software development company; Founder; Oversee product development; Approx. 10% of time during the month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-07
  • S66 Uniform Combined State Law Examination
    2013-12-07
Other Names
  • Jeffrey Jackson Bernstein

View on SEC IAPD

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