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Corporate Secretary, Co-Cio & CCO (past President) · Portland Private Wealth Management, Inc.

Jason S. McMillen

CRD 2854726 · Named on Form ADV at one SEC-registered adviser

At a glance

Portland Private Wealth Management, Inc., an SEC-registered wealth manager based in Portland, OR with $235 million in regulatory assets, lists Jason S. McMillen on its Form ADV as Corporate Secretary, Co-Cio & CCO (past President), a control person.

Firms and roles

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Jason’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
1 firmLocked
When each role began
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Each firm’s assets and 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

  • Jacob I. BeckerPresident, COO, and Co-Cio (past Corporate Secretary), Portland Private Wealth Management, Inc.

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