Jessica Howe
Silver Oak Advisory Group · Portland, Oregon
Jessica Howe is a fee-only financial advisor at Silver Oak Advisory Group in Portland, Oregon, who holds the CFP credential. Silver Oak Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Silver Oak Advisory Group |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $418.9M across 738 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 5529814 |
| Exams passed | Series 65 (2008) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.silveroak.net |
How Jessica's firm compares
- Silver Oak Advisory Group's average account is about $568,000, from its Form ADV (assets managed divided by 738 accounts).
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Questions about Jessica
Is Jessica Howe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jessica holds no broker registration, and Silver Oak Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jessica charge for financial advice?
Jessica's firm, Silver Oak Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jessica Howe based?
Jessica Howe is based in Portland, Oregon.
What credentials does Jessica Howe hold?
Jessica Howe holds the CFP credential.
Is Jessica Howe registered with the SEC?
Yes. Jessica Howe is registered as an investment adviser representative in OR (CRD 5529814), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Silver Oak Advisory Group manage?
Silver Oak Advisory Group reports $418.9M across 738 accounts in assets under management.
How do I contact Jessica Howe?
Through Jessica's website, www.silveroak.net.
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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