Jason Finnigan
High Road Wealth Advisors · Coos Bay, Oregon
Jason Finnigan is a fee-only financial advisor at High Road Wealth Advisors in Coos Bay, Oregon. Jason focuses on retirement planning and estate & legacy planning. High Road Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | High Road Wealth Advisors |
|---|---|
| Based in | Coos Bay, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $188.5M across 318 accounts |
| SEC registration | Investment adviser representative in OR · CRD 2827406 |
| Exams passed | Series 63 (1998) · Series 66 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.highroadwa.com |
| Profile |
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Questions about Jason
Is Jason Finnigan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and High Road Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, High Road Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Jason Finnigan based?
Jason Finnigan is based in Coos Bay, Oregon.
What does Jason specialize in?
Jason's specialties include retirement planning and estate & legacy planning. Jason works with ultra high net worth.
Is Jason Finnigan registered with the SEC?
Yes. Jason Finnigan is registered as an investment adviser representative in OR (CRD 2827406), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does High Road Wealth Advisors manage?
High Road Wealth Advisors reports $188.5M across 318 accounts in assets under management.
How do I contact Jason Finnigan?
Through Jason's website, www.highroadwa.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
- High Road Wealth Advisors 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.
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