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Jason Lee Tafoya

THE H Group Washington, Inc.

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About Jason Lee Tafoya

Jason Tafoya is a financial advisor with The H Group Washington, Inc., a firm that provides financial planning and portfolio management services to individuals and businesses. Jason holds the Series 7 and Series 66 securities licenses and is a Certified Financial Planner. Jason has over 10 years of experience in the financial services industry. Previously, Jason worked as a financial advisor at LPL Financial LLC and Commonwealth Financial Network. Jason also worked at Cape Point Wealth & Tax Management, Stratos Wealth Partners, Evergreen Wealth, LLC and CS Planning Corp. Jason specializes in financial planning for individuals and high-net-worth individuals. Jason also provides portfolio management services. Jason's clients include both individuals and businesses. Jason's firm is based in Portland, Oregon, with branch offices in Portland and Bellevue, Washington.

Firm Information

Jason Tafoya is currently registered with THE H Group Washington, Inc.. THE H Group Washington, Inc. is an investment advisor registered with the SEC and located in PORTLAND, OR. The firm provides financial planning and portfolio management for individuals and businesses. They manage approximately $223,693,798 in assets for 749 accounts. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth clients.
THE H Group Washington, Inc.

3395 SW GARDEN VIEW AVE.

PORTLAND, OR 97225

$223.69M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Tafoya’s Registration & Firm History

OR

03/19/2019 - Present

THE H Group Washington, Inc. (PORTLAND OR)

WA

03/09/2015 - 12/20/2016

LPL FINANCIAL LLC (BELLEVUE WA)

WA

08/08/2011 - 03/18/2015

COMMONWEALTH FINANCIAL NETWORK (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 02/09/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/20/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Lee Tafoya.
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