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Jordan Lawrence Jeffrey Fee

Allium Financial Advisors, LLC

Lake Oswego, OR

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Current Employers
Allium Financial Advisors, Llc

310 N State Street Suite 208, Lake Oswego, OR 97034 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-11-16
OR RA APPROVED 2023-11-16
TX RA APPROVED 2023-11-16
WA RA APPROVED 2023-11-16
  • CA RA
    APPROVED
    Since 2023-11-16
  • OR RA
    APPROVED
    Since 2023-11-16
  • TX RA
    APPROVED
    Since 2023-11-16
  • WA RA
    APPROVED
    Since 2023-11-16

Branch Locations

310 N State Street Suite 208, Lake Oswego, OR 97034 • 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
The Vanguard Group Inc. Scottsdale AZ 11/2021 11/2023
Work Unlimited Inc. Corvallis OR 12/2019 07/2021
Rise Services Inc. Albany OR 09/2018 07/2020
Associated Students Of Oregon State University Corvallis OR 09/2018 06/2019
Self-Employed Albany OR 09/2016 04/2018
Kaady Car Wash Corvallis OR 01/2016 09/2016
Oregon State University Corvallis OR 09/2016 06/2021
Unemployed Lebanon OR 08/2021 11/2021
Allium Financial Advisors, Llc Lake Oswego OR 11/2023 Present
  • 11/2021 → 11/2023
    The Vanguard Group Inc.
    Scottsdale, AZ
  • 12/2019 → 07/2021
    Work Unlimited Inc.
    Corvallis, OR
  • 09/2018 → 07/2020
    Rise Services Inc.
    Albany, OR
  • 09/2018 → 06/2019
    Associated Students Of Oregon State University
    Corvallis, OR
  • 09/2016 → 04/2018
    Self-Employed
    Albany, OR
  • 01/2016 → 09/2016
    Kaady Car Wash
    Corvallis, OR
  • 09/2016 → 06/2021
    Oregon State University
    Corvallis, OR
  • 08/2021 → 11/2021
    Unemployed
    Lebanon, OR
  • 11/2023 → Present
    Allium Financial Advisors, Llc
    Lake Oswego, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-06
  • S66 Uniform Combined State Law Examination
    2022-01-06
Designations
Other Names
  • Jordan Fee

View on SEC IAPD

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CWM, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PACIFIC RIDGE CAPITAL PARTNERS, LLC

Other Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI
Nicholas Jacob Hubert
Catherine A Groff
MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
JUSTIN PATRICK LINDSEY

Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

More in Lake Oswego, OR

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