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Owner/advisor · Physician Family Financial Advisors Inc

Chelsea K. Jones

CRD 7185688 · Named on Form ADV at one SEC-registered adviser

At a glance

Physician Family Financial Advisors Inc, an SEC-registered wealth manager based in Beaverton, OR with $285 million in regulatory assets, lists Chelsea K. Jones on its Form ADV as Owner/advisor.

Firms and roles

AtlasMembers

Chelsea’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2023 (2 years)
Designations
Certified Financial Planner
Exams
Series 65
Registered in
2 states
Also a broker representative
No
Disclosures on record
Yes, see the SEC record

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Chelsea’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
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Previous firms, with start and end dates
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Employment history
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States they’re registered in
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Outside business activities
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When they joined their current firm, and their firm’s growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • William B. UtleyOwner and Sole Board of Director, Physician Family Financial Advisors Inc
  • Kyle J. HoelzleChief Compliance Officer, Physician Family Financial Advisors Inc
  • Nathan A. ReinekeOwner/president/advisor, Physician Family Financial Advisors Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Chelsea’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.