Loren Irvin Deshon

Employer firm

Northwest Asset Management CRD 147923

$4.13B regulatory AUM 17 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Educational seminars
TAX PREPARATION

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

Current Employers

Northwest Asset Management

2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-09-26
CA	RA	APPROVED	2012-01-13
WA	RA	APPROVED	2012-01-13

TX RA
APPROVED

Since 2018-09-26
CA RA
APPROVED

Since 2012-01-13
WA RA
APPROVED

Since 2012-01-13

Branch Locations

2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States

Friday Harbor, WA • 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

Organization	City	State	From	To
Northwest Asset Management	Mercer Island	WA	01/2012	Present

01/2012 → Present

Northwest Asset Management

Mercer Island, WA

Previous Registrations

1998-05-04 → 2012-01-23

Morton Clarke Inc.

Seattle, WA

Seattle, WA

Other Businesses

1. GRAND AERO, LLC;156 WESTCTT DR, FRIDAY HARBOR, WA; not investment-related; PART OWNER; SINCE 2006;APPROX 15 HOURS/MONTH AFTER TRADING HOURS 2. San Juan Golf & Tennis Club; not investment-related; 806 Golf Course Rd., Friday Harbor, WA 98250; Gold club; Member Board of Trustees; 11/1/2022; 6 hours per month, none during trading hours; position is responsible for maintenance of buildings at the club.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-12-01
S63	Uniform Securities Agent State Law Examination	1981-06-19

S65 Uniform Investment Adviser Law Examination

1997-12-01
S63 Uniform Securities Agent State Law Examination

1981-06-19

View on SEC IAPD