Jason
Bratt
Nbc Capital Advisors
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About this Advisor
Jason Bratt is a financial advisor based in Beaverton, Oregon with a total of 3 years of relevant experience. Bratt is on the advisory team at Nbc Capital Advisors. Over the course of their career, Bratt has held roles at True Private Wealth Advisors, LLC, Purshe Kaplan Sterlings Investments, Bnc Wealth Management, LLC Dba Nbc Capital Advisors and Ubs Financial Services Inc. Bratt maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Oregon. Nbc Capital Advisors is an advisory company based in Beaverton, OR. It has offices in two locations and just five advisors. It has $494 million in total assets between its 1,960 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm provides financial advice to 12 charitable organizations. Of its 1,960 customer accounts, 39% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules vary depending on which services the firm provides the client. However, fees charged by Nbc Capital Advisors most likely consist of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nbc Capital Advisors Brokerage Details
$494,237,935
5
1,960
$252,162
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Jason Bratt Work History
Jason has been registered as a financial advisor for 3 years.*
Bnc Wealth Management, LLC Dba Nbc Capital Advisors
True Private Wealth Advisors, LLC
Purshe Kaplan Sterlings Investments
Ubs Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Bratt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nbc Capital Advisors
Beaverton, OR
Beaverton, OR
Beaverton, OR
Salem, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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