Jeffrey Bloch
Main Avenue Financial Services · Beaverton, Oregon
Jeffrey Bloch is a fee-only financial advisor at Main Avenue Financial Services in Beaverton, Oregon. Main Avenue Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Main Avenue Financial Services |
|---|---|
| Based in | Beaverton, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $101.9M across 241 accounts |
| SEC registration | Investment adviser representative in AZ, CA, OR, WA · CRD 6344640 |
| Exams passed | Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.mainavenuefinancial.com |
How Jeffrey's firm compares
- Main Avenue Financial Services's average account is about $423,000, from its Form ADV (assets managed divided by 241 accounts).
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Questions about Jeffrey
Is Jeffrey Bloch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Main Avenue Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Main Avenue Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Bloch based?
Jeffrey Bloch is based in Beaverton, Oregon.
Is Jeffrey Bloch registered with the SEC?
Yes. Jeffrey Bloch is registered as an investment adviser representative in AZ, CA, OR and WA (CRD 6344640), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Main Avenue Financial Services manage?
Main Avenue Financial Services reports $101.9M across 241 accounts in assets under management.
How do I contact Jeffrey Bloch?
Through Jeffrey's website, www.mainavenuefinancial.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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