Jacob Becker has been President, COO, and Co-CIO (Past Corporate Secretary) of Portland Private Wealth Management since December 2010, is a control person of the firm and directly owns between 25% and 50% of it. Jacob Becker holds a Business Degree in Finance from Portland State University. Jacob Becker is a graduate of level Executive Certificate in Financial Planning, University of Portland.
Portland Private Wealth Management, Inc. is a Portland, OR firm with $235M under management, 455 clients and 3 advisers across 3 offices, as of its June 2026 filing.
Jacob Becker is President, Chief Operations Officer and Co-Chief Investment Officer of Portland Private Wealth Management. His investment career began in 2000 at Leader Capital Corp., where he was an investment analyst and portfolio manager for 5 years. In 2005 he joined Realty Trust City as a Market Analyst, and in 2008 he started Becker Analytics. He joined Portland Private Wealth Management in 2010.
Jacob Becker’s longest registration is the current one, 12 years at Portland Private Wealth Management since 2014. Before joining Portland Private Wealth Management in 2014, Jacob Becker was registered through First Allied Advisory Services, Inc. and First Allied Securities, Inc.
- – present · 12 yearsPortland, OR · Adviser representative · Firm CRD 171321
- First Allied Advisory Services, Inc.– · 2 yearsPortland, OR · Adviser representative · Firm CRD 137888
- First Allied Securities, Inc.– · 1 yearPortland, OR · Adviser representative · Firm CRD 32444
Professional designations
Listed by Portland Private Wealth Management
- CFP®
- CWS®
Investment adviser representative registrations
Jacob Becker is registered as an investment adviser representative in 3 states. The first approvals date from August 2014; the most recent is Texas, in February 2021.
- OregonSince 12 August 2014
- TexasSince 25 February 2021
- WashingtonSince 13 August 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 21 February 2011 |
| Series 7 | General Securities Representative Examination | 5 January 2011 |
| Series 53 | Municipal Securities Principal Examination | 12 January 2004 |
| Series 4 | Registered Options Principal Examination | 20 November 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 October 2001 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Municipal Securities Principal Examination
- Name
- Registered Options Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jacob Isaac Becker
- CRD
- 4230726
- Firm
- Portland Private Wealth Management · CRD 171321
- Role
- President, COO, and Co-CIO (Past Corporate Secretary)
- Office
- 1221 NW EVERETT STREET, Portland, OR 97209
- Registration
- Investment adviser registration
- In the industry since
- March 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- portlandprivatewm.com
Where does Jacob Becker work?
Jacob Becker has been President, COO, and Co-CIO (Past Corporate Secretary) of Portland Private Wealth Management, Inc. since December 2010, and is a control person of the firm.
Is Jacob Becker a financial advisor?
Yes. Jacob Becker has a current investment-adviser registration in Oregon, Texas and Washington, through Portland Private Wealth Management since August 2014.
How many years of experience does Jacob Becker have?
Jacob Becker has 15 years in the financial industry, since March 2011, across 3 adviser firms.
What exams has Jacob Becker passed?
Jacob Becker has passed 5 licensing exams: the Series 63, Series 4, Series 53, Series 7 and Series 66. The earliest, the Series 63, was passed in October 2001.
Where did Jacob Becker work before Portland Private Wealth Management?
Before Portland Private Wealth Management, Jacob Becker was registered through First Allied Securities, Inc., March 2011 to July 2012.
Where is Jacob Becker based?
Jacob Becker’s registered office is in Portland, OR.
Is Jacob Becker registered with FINRA?
No. Jacob Becker has no current broker registration.
Is Jacob Becker a CFP?
Portland Private Wealth Management lists Jacob Becker with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jacob Becker’s record?
Search CRD 4230726 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Becker’s full registration record.
