Grace Buchanan

Employer firm

Panoramic Capital Partners LLC CRD 331349

$393M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• BUSINESS CONSULTING

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

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

Current Employers

Employment History

• 08/2023 → 05/2024
  Gonzaga University
  Portland, WA
• 07/2024 → 06/2025
  J.P. Morgan Securities Llc
  Seattle, WA
• 07/2024 → 06/2025
  Jpmorgan Chase Bank, N.A.
  Seattle, WA
• 05/2023 → 08/2023
  West Monroe
  Seattle, WA
• 06/2021 → 08/2021
  Tumbleweed
  Portland, OR
• 06/2019 → 08/2021
  Thesis
  Portland, OR
• 08/2020 → 05/2024
  Gonzaga University
  Spokane, WA
• 07/2014 → 06/2019
  Unemployed
  Portland, OR
• 07/2025 → Present
  Panoramic Capital Partners Llc
  Lake Oswego, OR

Previous Registrations

• 2024-09-30 → 2025-06-29
  J.P. Morgan Securities Llc
  Seattle, WA
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2024-09-06

Other Names

• Grace Buchanan
• Grace Butler Buchanan