Jeffrey Pratt is a registered investment advisor, based in Portland, OR, with 12 years of industry experience.
Location
5550 S Macadam Avenue, Suite 120, Portland, OR, 97239
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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
Jeffrey is treasurer and board member of the Portland Pearl Rotary Club, dedicating about 10-20% of his time. He is also the owner of Finity Group LLC, operating as an independent insurance agent, taking about half of his time, and an advisory representative of an RIA (CIRA), working nearly full-time.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Waddell & Reed, INC.Broker
State Registrations6 states
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