PPrivate Fund Data Log in Join · $37/mo

Jason Shamus McMillen

Corporate Secretary, Co-Cio & Cco (past President)Portland Private Wealth Management, Inc.CRD 2854726

About Jason Shamus McMillen

Jason Shamus McMillen is listed as Corporate Secretary, Co-Cio & Cco (past President) at Portland Private Wealth Management, Inc. in Portland, OR. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Portland Private Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jason Shamus McMillen work?

Jason Shamus McMillen is listed as Corporate Secretary, Co-Cio & Cco (past President) at Portland Private Wealth Management, Inc. on SEC Form ADV.

How much of Portland Private Wealth Management, Inc. does Jason Shamus McMillen own?

Form ADV reports a beneficial ownership band of 50-75%.

Portland Private Wealth Management, Inc.

TitleCorporate Secretary, Co-Cio & Cco (past President)
Ownership50-75%
Control personYes
Since2007
View Portland Private Wealth Management, Inc. →