Jeremy
Six
Foster & Wood, Inc
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About this Advisor
Jeremy Six is a financial advisor based in Lake Oswego, Oregon, working with Foster & Wood, Inc. Jeremy has previously held positions at Foster & Wood, Inc, Slabtown Village, and as a self-employed grant writer. Jeremy has passed the Series 65 regulatory exam and is registered to provide services in Oregon. Currently, Jeremy is part of Foster & Wood, Inc, which operates out of Lake Oswego, Oregon. The firm has 3 employees and manages assets totaling $164.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Foster & Wood, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Foster & Wood, Inc Brokerage Details
$164,248,088
3
211
$778,427
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jeremy Six Work History
Foster & Wood, Inc
Slabtown Village
Self Employed- Grant Writer
Disclosures
Please visit the SEC profile of Jeremy Six 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 Foster & Wood, Inc
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.
