Jason McMillen has been Corporate Secretary, Co-CIO & CCO (Past President) of Portland Private Wealth Management since February 2007, is a control person of the firm and directly owns between 50% and 75% of it. Jason McMillen holds a Bachelor of Science in Economics and History from Willamette University and an MBA with a focus on Finance in Statistics, and Accounting from Willamette University.
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.
Jason McMillen is Chief Compliance Officer and Co-Chief Investment Officer of Portland Private Wealth Management. His career began in 1996 as a research analyst for a portfolio management team at Smith Barney. In 1997 the team founded Leader Capital Corp., where he was an assistant portfolio manager before joining Morgan Stanley in 2001. In 2007 he started the predecessor firm of Portland Private Wealth Management.
Jason McMillen’s longest registration is the current one, 12 years at Portland Private Wealth Management since 2014. Before joining Portland Private Wealth Management in 2014, Jason McMillen was registered through First Allied Advisory Services, Inc. and First Allied Securities, Inc.
- – present · 12 yearsBend, OR · Adviser representative · Firm CRD 171321
- First Allied Advisory Services, Inc.– · 2 yearsPortland, OR · Adviser representative · Firm CRD 137888
- First Allied Securities, Inc.– · 5 yearsPortland, OR · Adviser representative · Firm CRD 32444
- Morgan Stanley– · 1 yearPortland, OR · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Jason McMillen is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from August 2014; the most recent is Texas, in February 2021.
- OregonSince 26 August 2014
- TexasResidentSince 26 February 2021
- WashingtonSince 26 August 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 28 September 2007 |
| Series 31 | Futures Managed Funds Examination | 8 May 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 December 1999 |
| Series 4 | Registered Options Principal Examination | 13 July 1999 |
| Series 27 | Financial and Operations Principal Examination | 2 December 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 May 1998 |
| Series 7 | General Securities Representative Examination | 20 April 1998 |
- Name
- General Securities Principal Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Registered Options Principal Examination
- Name
- Financial and Operations Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Shamus McMillen
- CRD
- 2854726
- Firm
- Portland Private Wealth Management · CRD 171321
- Role
- Corporate Secretary, Co-CIO & CCO (Past President)
- Office
- 532 SW 13th Street, Suite 100, Bend, OR 97702
- Registration
- Investment adviser registration
- In the industry since
- May 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- portlandprivatewm.com
Where does Jason McMillen work?
Jason McMillen has been Corporate Secretary, Co-CIO & CCO (Past President) of Portland Private Wealth Management, Inc. since February 2007, and is a control person of the firm.
Is Jason McMillen a financial advisor?
Yes. Jason McMillen 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 Jason McMillen have?
Jason McMillen has 21 years in the financial industry, since May 2005, across 4 adviser firms.
What exams has Jason McMillen passed?
Jason McMillen has passed 7 licensing exams: the Series 7, Series 63, Series 27, Series 4, Series 65, Series 31 and Series 24. The earliest, the Series 7, was passed in April 1998.
Where did Jason McMillen work before Portland Private Wealth Management?
Before Portland Private Wealth Management, Jason McMillen was registered through First Allied Securities, Inc., March 2007 to July 2012; Morgan Stanley, April 2003 to February 2005.
Where is Jason McMillen based?
Jason McMillen’s registered office is in Bend, OR.
Is Jason McMillen registered with FINRA?
No. Jason McMillen has no current broker registration.
How can I verify Jason McMillen’s record?
Search CRD 2854726 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason McMillen’s full registration record.
