Jason Mitchell
Pace Financial Advisors · Hillsboro, Oregon
Jason Mitchell is a fee-only financial advisor at Pace Financial Advisors in Hillsboro, Oregon. Jason focuses on retirement planning and estate & legacy planning. Pace Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Pace Financial Advisors |
|---|---|
| Based in | Hillsboro, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $362.1M across 3,964 accounts |
| SEC registration | Investment adviser representative in OR · CRD 8253720 |
| Exams passed | Series 65 (2026) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.pace-fa.com |
How Jason's firm compares
- Pace Financial Advisors's average account is about $91,000, from its Form ADV (assets managed divided by 3,964 accounts).
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Questions about Jason
Is Jason Mitchell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Pace Financial 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, Pace Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jason Mitchell based?
Jason Mitchell is based in Hillsboro, Oregon.
What does Jason specialize in?
Jason's specialties include retirement planning and estate & legacy planning.
Is Jason Mitchell registered with the SEC?
Yes. Jason Mitchell is registered as an investment adviser representative in OR (CRD 8253720), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pace Financial Advisors manage?
Pace Financial Advisors reports $362.1M across 3,964 accounts in assets under management.
How do I contact Jason Mitchell?
Through Jason's website, www.pace-fa.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
- Pace Financial 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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