James Jones
James Jones is a CFP-designated registered investment advisor at Willamette Financial Advisors, LLC, based in Portland, OR, with 19 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 201 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.95% |
| $250K - $750K | 0.90% |
| $750K - $1.5M | 0.80% |
| $1.5M - $2.5M | 0.70% |
| $2.5M+ | 0.60% |
Fees may be reduced or waived for related or immediate family members of the firm's advisors. Increased management fees may be charged in lieu of hourly fees for financial planning.
Fee Estimator
Location
6650 SW Redwood Lane, Suite 310, Suite 310, Portland, OR, 97224
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is a licensed insurance producer with various insurance companies since 2009. This activity is investment-related.
Employment History
Current Registrations
Willamette Financial Advisors, LLC
Previous Registrations
Centaurus Financial, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Amev Investors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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