John
Pritchett

North Ridge

CRD#6775793
Investment Advisor
in Beaverton, OR

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About this Advisor

John Pritchett is a certified financial planner who works out of Beaverton, Oregon who has 1 year of relevant experience. Pritchett is an advisor for North Ridge. During their career, Pritchett has held roles at Richard P. Slaughter Associates, Pfg Advisors, Texas Tech University, University Medical Center, Raymond James Financial Services Inc, Raymond James Financial Services Advisors, Messick Peacock & Associates and North Ridge Wealth Advisors. Pritchett holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California, Oregon, Texas and Washington. North Ridge is a firm operating out of Beaverton, OR. The firm has just four advisors. It manages $126 million in assets among its 498 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 498 accounts, 30% are associated with high-net-worth clients who have at least $1 million in assets available to invest. North Ridge provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees usually depend on the financial services offered. Fee types billed by North Ridge typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

8285 Sw Nimbus Avenue Suite 155
Beaverton, OR 97008

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North Ridge Brokerage Details

Total Assets Under Management

$125,801,283

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

4

OR Average: 50
Total Number of Accounts

498

OR Average: 1,309
Average Account Size

$252,613

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

John Pritchett Work History

John has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

North Ridge Wealth Advisors

2021 - 2022 (1 year)

Raymond James Financial Services Inc

2021 - 2022 (1 year)

Raymond James Financial Services Advisors

2021 - 2022 (1 year)

Messick Peacock & Associates

2018 - 2021 (3 years)

Richard P. Slaughter Associates

2017 - 2018 (1 year)

Pfg Advisors

2014 - 2018 (4 years)

Texas Tech University

2012 - 2017 (5 years)

University Medical Center

*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 John Pritchett 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 North Ridge

John Pritchett
Beaverton, OR
Brian Lawrence
Beaverton, OR
Adam Cornwell
Beaverton, 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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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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