Jason McMillen
Portland Private Wealth Management · Bend, Oregon
Jason McMillen is a fee-only financial advisor at Portland Private Wealth Management in Bend, Oregon. Jason 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.
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Specialties
Who they serve
- Executives
Facts
| Firm | Portland Private Wealth Management |
|---|---|
| Based in | Bend, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $235.4M across 916 accounts |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 2854726 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.portlandprivatewm.com |
| Profile |
How Jason's firm compares
- Portland Private Wealth Management's average account is about $257,000, from its Form ADV (assets managed divided by 916 accounts).
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Questions about Jason
Is Jason McMillen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason 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 Jason charge for financial advice?
Jason'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 Jason McMillen based?
Jason McMillen is based in Bend, Oregon.
What does Jason specialize in?
Jason's specialties include small business owners and estate & legacy planning. Jason works with executives.
Is Jason McMillen registered with the SEC?
Yes. Jason McMillen is registered as an investment adviser representative in OR, TX and WA (CRD 2854726), 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 Jason McMillen?
Through Jason'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.
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