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Jason Norris

Director at Ferguson Wellman Capital Management

Investment adviser registrationPortland, ORSEC record checked 17 October 2026

23
Years in the industry
23
Years at the firm
1
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Jason Norris is Director of Ferguson Wellman Capital Management, Inc., a Portland investment adviser managing $10.7B. Jason Norris has been registered through Ferguson Wellman Capital Management since 3 April 2003, has 23 years in the industry across 1 firm and has passed the Series 7.

Role at Ferguson Wellman Capital Management

Title on Schedule A
Director
Control
Jason Norris is a control person of Ferguson Wellman Capital Management.
Ownership
The filed direct ownership band is 5% to 10%.
Tenure
Jason Norris has held the filed role since February 2024.

The firm

Ferguson Wellman Capital Management, Inc.
Portland, OR

Form ADV filed 9 June 2026

$10.7B AUM1,085 clients31 advisers2 offices

Career on record

Jason Norris has been registered through Ferguson Wellman Capital Management since April 2003.

Firms and exams, newest first
  1. Ferguson Wellman Capital Management, Inc.Current
    – present · 24 years
    Portland, OR · Adviser representative · Firm CRD 104692
  2. Passed Series 7 · 2000

Registrations and exams

Jason Norris has a current investment-adviser registration in Oregon and has passed 1 qualifying exam.

Oregon3 April 2003
Scope
Investment adviser representative
Status
Approved

Examinations

Series 729 January 2000
Name
General Securities Representative Examination

Individual record

Full name
Jason David Norris
CRD
2909285
Firm
Ferguson Wellman Capital Management, Inc.
Registration status
Investment adviser registration
Office
888 SW FIFTH AVENUE, SUITE 1200, Portland, OR 97204
Firm bio
fergusonwellman.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Ferguson Wellman identifies Jason Norris as a director and portfolio manager. The firm says he previously worked as an equity analyst at Morgan Stanley Investment Management and earned a BBA in economics from Boise State University and an MBA in finance from the University of Notre Dame. Official firm biography

Common questions

Where does Jason Norris work?

Jason Norris has been Director of Ferguson Wellman Capital Management, Inc. since February 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 9 June 2026

Is Jason Norris a financial advisor?

Yes. Jason Norris has a current investment-adviser registration in Oregon, through Ferguson Wellman Capital Management since April 2003, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Jason Norris have?

Jason Norris has worked in the financial industry for 23 years as of 17 October 2026, counted from 2 April 2003, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Jason Norris passed?

Jason Norris passed the Series 7 in January 2000.

Source: IAPD individual record, checked 17 October 2026

Where is Jason Norris based?

Jason Norris’ registered office is in Portland, OR.

Source: IAPD individual record, checked 17 October 2026

Leadership at Ferguson Wellman Capital Management

Sources

  1. IAPD individual record, CRD 2909285. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Ferguson Wellman Capital Management, Inc., filed 9 June 2026. Title, control and ownership bands.
  3. Ferguson Wellman Capital Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jason Norris or Ferguson Wellman Capital Management, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.