Jaswant Shaw
Eisrc · Newberg, Oregon
Jaswant Shaw is a fee-only financial advisor at Eisrc in Newberg, Oregon. Eisrc reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Eisrc |
|---|---|
| Based in | Newberg, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $5.1M across 15 accounts |
| SEC registration | Investment adviser representative in OR · CRD 4146228 |
| Exams passed | Series 65 (2012) · Series 66 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.eisrc.com |
How Jaswant's firm compares
- Eisrc's average account is about $342,000, from its Form ADV (assets managed divided by 15 accounts).
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Questions about Jaswant
Is Jaswant Shaw a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jaswant holds no broker registration, and Eisrc reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jaswant charge for financial advice?
Jaswant's firm, Eisrc, reports charging a percentage of assets on its SEC Form ADV.
Where is Jaswant Shaw based?
Jaswant Shaw is based in Newberg, Oregon.
Is Jaswant Shaw registered with the SEC?
Yes. Jaswant Shaw is registered as an investment adviser representative in OR (CRD 4146228), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Eisrc manage?
Eisrc reports $5.1M across 15 accounts in assets under management.
How do I contact Jaswant Shaw?
Through Jaswant's website, www.eisrc.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
- 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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