Jacob Becker
Portland Private Wealth Management · Portland, Oregon
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.
Request an introduction to Jacob →
Specialties
Who they serve
- Executives
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 | $235.4M across 916 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 4230726 |
| Exams passed | Series 63 (2001) · Series 66 (2011) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.portlandprivatewm.com |
| Profile |
Request an introduction to Jacob
Tell Jacob a little about what you're looking for. Jacob isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jacob
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Portland Private Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.