Joanne
Astle

Commonwealth Financial Network

CRD#851648
Investment Advisor
in Portland, OR

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About this Advisor

Joanne Astle is a financial advisor based in Portland, Oregon, working with Commonwealth Financial Network. Joanne has previously held positions at Raymond James & Associates Inc, Commonwealth Financial Network, and Astle Investment Management. Joanne has passed the Series 63 regulatory exam and is registered to provide services in California and Oregon. Currently, Joanne is part of Commonwealth Financial Network, which operates out of Portland, Oregon. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion 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 institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2175 Nw Raleigh Street Suite 110
Portland, OR 97210

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

OR Average: $16,012,751,954
Total Number of Employees

4,500

OR Average: 118
Total Number of Accounts

623,075

OR Average: 4,567
Average Account Size

$284,126

OR Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Joanne Astle Work History

2015 - Present (9 years)

Commonwealth Financial Network

2015 - Present (9 years)

Astle Investment Management

2014 - 2015 (1 year)

Raymond James & Associates Inc

Disclosures

Please visit the SEC profile of Joanne Astle 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 Commonwealth Financial Network

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Joanne Astle
Portland, OR
Colin Hill
Mason, OH
Maggie Scally
West Chester, PA
Roan Sullivan
Old Saybrook, CT
Renee Bilodeau
Glastonbury, CT
Luke Schroeder
Tempe, AZ

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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