President · Silver Oak Advisory Group
Jessica M. Howe
CRD 5529814 · Named on Form ADV at one SEC-registered adviser
At a glance
Silver Oak Advisory Group, an SEC-registered wealth manager based in Portland, OR with $419 million in regulatory assets, lists Jessica M. Howe on its Form ADV as President, a control person.
Firms and roles
- Silver Oak Advisory GroupPresidentWealth manager · Portland, OR · $419M in regulatory assets
AtlasMembers
Jessica’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Joanne BoormanChief Compliance Officer, Silver Oak Advisory Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jessica’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.