Jason Bratt is a registered investment advisor at Nbc Capital Advisors, based in Beaverton, OR, with 28 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,138 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NBC Capital Advisors charges an annual management fee based on the total value of your investments. The annual fee ranges up to 1.5%, assessed quarterly in advance. The fee can be structured as a fixed percentage, a tiered schedule, or a linear schedule. The firm may also charge a minimum quarterly fee.
Location
8625 SW Cascade Ave., Suite 410, Beaverton, OR, 97008
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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
Jason is the owner/IAR of BNC Wealth Management DBA NBC Capital Advisors, an RIA, spending about a quarter of his time on trading, investment advisory, and financial planning. He also owns JHZ Holdings LTD (S-Corp), services annuities as an insurance agent, and co-owns Bratson LLC for rental property management, dedicating minimal time to these activities.
Employment History
Current Registrations
Nbc Capital Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
True Private Wealth Advisors, LLC
UBS Financial Services INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
First Union Securities, INC.Broker
State Registrations1 state
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.