1125 N.W. Couch St., Ste. 900, Portland, OR, 97209
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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 →Chad is affiliated with JKJ Financial Services as an insurance producer and provides client services, dedicating nearly full-time hours to this role. He is also a Registered Representative with M Holdings Securities and an Investment Advisory Representative with LRI Investments, LLC, each requiring nearly full-time commitment.