Cutler Investment Counsel, LLC

Investment Advisor
in Jacksonville, OR

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About this Advisor

Jennifer Leroy is a certified financial planner working out of Jacksonville, Oregon, who has 11 years of industry experience. Leroy currently works for Cutler Investment Counsel, LLC. They have spent the entirety of their time as a financial advisor at Cutler Investment Counsel, Llc. Leroy maintains a Series 65 license, designating them as an investment advisor representative, and is registered to work in Oregon. Cutler Investment Counsel, LLC is a registered investment firm based in Jacksonville, OR. The investment advisory business has offices in five locations and a total of 20 financial advisors. It handles $1 billion in assets under management among its 1,790 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm advises 12 charitable organizations. Of its 1,790 accounts, 32% belong to high-net-worth clients who have more than $1 million in assets available to invest. Cutler Investment Counsel, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors depend on which service is provided. However, fees billed by Cutler Investment Counsel, LLC can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

525 Bigham Knoll
Jacksonville, OR 97530

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Cutler Investment Counsel, LLC Brokerage Details

Total Assets Under Management


OR Average: $1,120,203,312
Total Number of Employees


OR Average: 50
Total Number of Accounts


OR Average: 1,309
Average Account Size


OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services


Please visit the SEC profile of Jennifer Leroy 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 Cutler Investment Counsel, LLC

Jennifer Leroy
Jacksonville, OR
Susan Niedwick
Jacksonville, OR
Christopher Wagner
Newport Beach, CA
Randy Gardner
Bellevue, WA
Bryan Knutson
Seattle, WA
Brook Anderson
Bellevue, WA
Tingwei Chiang
Bellevue, WA
Alexander Lund
Anchorage, AK

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

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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