Jason
Bratt
Nbc Capital Advisors
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About this Advisor
Jason Bratt is a financial advisor based in Beaverton, Oregon, working with Nbc Capital Advisors. Jason has previously held positions at Purshe Kaplan Sterlings Investments, Bnc Wealth Management, LLC Dba Nbc Capital Advisors, True Private Wealth Advisors, LLC, and Ubs Financial Services Inc. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon. Currently, Jason is part of Nbc Capital Advisors, which operates out of Beaverton, Oregon. The firm has 1 office and 5 employees. The firm manages assets totaling $563.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Nbc Capital Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Nbc Capital Advisors Brokerage Details
$563,658,467
5
1,995
$282,536
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
Bnc Wealth Management, LLC Dba Nbc Capital Advisors
Purshe Kaplan Sterlings Investments
True Private Wealth Advisors, LLC
Ubs Financial Services Inc
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
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