Jason Bratt has been Partner of BNC Wealth Management since April 2020, is a control person of the firm and directly owns between 50% and 75% of it.
BNC Wealth Management, LLC is a Beaverton, OR firm with $847M under management, 2,272 clients and 4 advisers across 2 offices, as of its August 2026 filing.
Jason Bratt’s longest registration is the current one, 6 years at BNC Wealth Management since 2020. Before joining BNC Wealth Management in 2020, Jason Bratt was registered through True Private Wealth Advisors, LLC and Wachovia Securities, LLC.
- NBC Capital AdvisorsCurrent– present · 6 yearsBeaverton, OR · Adviser representative · Firm CRD 306483
- True Private Wealth Advisors, LLC– · 2 yearsPortland, OR · Adviser representative · Firm CRD 164947
- Wachovia Securities, LLC– · 3 yearsSisters, OR · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Jason Bratt is registered as an investment adviser representative in Oregon, since February 2020.
- OregonSince 12 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 19 January 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 June 1997 |
| Series 7 | General Securities Representative Examination | 9 June 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Alexander Bratt
- CRD
- 2891892
- Firm
- BNC Wealth Management · CRD 306483
- Role
- Partner
- Office
- 8625 SW CASCADE AVE., SUITE 410, Beaverton, OR 97008
- Registration
- Investment adviser registration
- In the industry since
- June 1997
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Bratt work?
Jason Bratt has been Partner of BNC Wealth Management, LLC since April 2020, and is a control person of the firm.
Is Jason Bratt a financial advisor?
Yes. Jason Bratt has a current investment-adviser registration in Oregon, through BNC Wealth Management since February 2020.
How many years of experience does Jason Bratt have?
Jason Bratt has 29 years in the financial industry, since June 1997, across 3 adviser firms.
What exams has Jason Bratt passed?
Jason Bratt has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 1997. FINRA credited Jason Bratt with the SIE, which began in October 2018.
Where did Jason Bratt work before BNC Wealth Management?
Before BNC Wealth Management, Jason Bratt was registered through Wachovia Securities, LLC, April 2005 to November 2008.
Where is Jason Bratt based?
Jason Bratt’s registered office is in Beaverton, OR.
Is Jason Bratt registered with FINRA?
No. Jason Bratt has no current broker registration.
How can I verify Jason Bratt’s record?
Search CRD 2891892 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Bratt’s full registration record.
- Michelle EldridgeChief Compliance Officer
- David NansonPartner