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.
| Title | Corporate Secretary, Co-Cio & Cco (past President) |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2007 |