# Jacob Becker

> Jacob Becker is a fee-only financial advisor at Portland Private Wealth Management in Portland, Oregon, who holds the CFP credential. Jacob focuses on small business owners and estate & legacy planning. Portland Private Wealth Management reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jacob-becker/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Portland Private Wealth Management
- **Based in:** Portland, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Performance-based fees
- **Assets under management (firm):** $235.4M across 916 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners, Estate & legacy planning
- **Works with:** Executives
- **CRD:** 4230726 (https://adviserinfo.sec.gov/individual/summary/4230726)
- **SEC registration:** Investment adviser representative in OR, TX, WA
- **Exams passed:** Series 63 (2001), Series 66 (2011)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.portlandprivatewm.com

## Frequently asked questions

### Is Jacob Becker a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Portland Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jacob charge for financial advice?

Jacob's firm, Portland Private Wealth Management, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.

### Where is Jacob Becker based?

Jacob Becker is based in Portland, Oregon.

### What does Jacob specialize in?

Jacob's specialties include small business owners and estate & legacy planning. Jacob works with executives.

### What credentials does Jacob Becker hold?

Jacob Becker holds the CFP credential.

### Is Jacob Becker registered with the SEC?

Yes. Jacob Becker is registered as an investment adviser representative in OR, TX and WA (CRD 4230726), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Portland Private Wealth Management manage?

Portland Private Wealth Management reports $235.4M across 916 accounts in assets under management.

### How do I contact Jacob Becker?

Through Jacob's website, www.portlandprivatewm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4230726): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.portlandprivatewm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.