John Francis Passaglia

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → Present
  Raymond James Financial Services
  Beaverton, OR
• 10/2014 → Present
  Raymond James Financial Services Advisors Inc.
  Beaverton, OR
• 08/2015 → Present
  Onpoint Community Credit Union
  Beaverton, OR
• 08/2019 → 08/2020
  Onpoint Wealth Management & Investment Services
  Beaverton, OR
• 01/2022 → Present
  Dba: Onpoint Investment Services
  Beaverton, OR

Previous Registrations

• 2012-11-16 → 2014-10-20
  Cuso Financial Services, L.P.
  Beaverton, OR
  Hillsboro, OR
  Beaverton, OR
• 2011-03-17 → 2012-11-06
  Strategic Advisers Llc
  Tigard, OR

Other Businesses

(1)Name of Business: DBA: OnPoint Investment Services Address: 2755 SW Cedar Hills Blvd, Beaverton, OR, 97005, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/31/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Offering the sale and service of non-deposit investment products to members of OnPoint Community Credit Union. (2)Name of Business: OnPoint Investment Services Address: 2755 SW Cedar Hills Blvd Ste 100, Beaverton, OR, 97005, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/12/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Assist OnPoint members with wealth / investment opportunities. (3)Name of Business: Single family rentals Address: 17354 SW Brandyshire CT, Portland , OR, 97224, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I own two (2) single family rental homes. One is located in Newberg, OR and the other is Dundee, OR.

Exams

• S66 Uniform Combined State Law Examination
  2011-03-09
• S63 Uniform Securities Agent State Law Examination
  2005-03-11

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• John F Passaglia