Jason
Alvarado
Northwest Capital Management Inc
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About this Advisor
Jason Alvarado is a financial advisor based in Lake Oswego, Oregon, working with Northwest Capital Management Inc. Jason has previously held positions at Bank Of America, N.A, Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Jay Alvarado Humidors, Frost Bank, Morgan Stanley, Cwm, LLC, Northwest Capital Management, and Merrill Lynch, Pierce, Fenner & Smith Inc. Jason has passed the Series 66 regulatory exam and is registered to provide services in California, Idaho, and Oregon. Currently, Jason is part of Northwest Capital Management Inc, which operates out of Lake Oswego, Oregon. The firm has 1 office and 17 employees. The firm manages assets totaling $6.9 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, and educational seminars. The fee structure at Northwest Capital Management Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Northwest Capital Management Inc Brokerage Details
$6,856,132,947
17
1,409
$4,865,957
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
- Educational seminars/workshops
Jason Alvarado Work History
Cwm, LLC
Northwest Capital Management
Northwest Capital Management
Morgan Stanley
Morgan Stanley
Frost Bank
Waddell & Reed Inc
Various Insurance Carriers For W&R Insurance Agencies
Jay Alvarado Humidors
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Jason Alvarado 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 Northwest Capital Management Inc
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Bellevue, WA
Lake Oswego, OR
Lake Oswego, OR
Seattle, WA
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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