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Jennifer Jean De Thomas

Birch Elliott Financial, LLC

Portland, OR

CRD 3214657

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Employer firm

Birch Elliott Financial, LLC CRD 300046

$62.7M regulatory AUM 68 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Birch Elliott Financial, Llc

Portland, OR • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-04-15
OR RA APPROVED 2019-02-28
  • WA RA
    APPROVED
    Since 2022-04-15
  • OR RA
    APPROVED
    Since 2019-02-28

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
New Outlook Financial, Llc Portland OR 05/2012 01/2019
Birch Elliott Financial, Llc Portland OR 11/2018 Present
Previous Registrations
  • 2012-05-30 → 2019-06-05
    New Outlook Financial, Llc
    Portland, OR
  • 2012-02-08 → 2012-05-23
    Veritat Advisors
    Portland, OR
    Boston, MA
Designations
  • Certified Financial Planner
Other Names
  • Jennifer Jean Birch
  • Jennifer J Birch

View on SEC IAPD

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