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Jason Nicholas Alvarado

Northwest Capital Management Inc.

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About Jason Nicholas Alvarado

Jason Alvarado is an investment advisor representative with Northwest Capital Management Inc. and CWM, LLC. Jason has been in the industry since 2014. Jason specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for both individuals and businesses. Jason holds Series 66, SIE, and Series 7 licenses.

Firm Information

Jason Alvarado is currently registered with Northwest Capital Management Inc.. Northwest Capital Management Inc. is an investment advisor based in Lake Oswego, Oregon. They manage approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, state and municipal governments, and pension plans. They offer a range of advisory services including financial planning, portfolio management, and pension consulting. Their firm has 8 investment advisor representatives and they are registered with the SEC under the number 801-56420.
Northwest Capital Management Inc.

1 CENTERPOINTE DRIVE

LAKE OSWEGO, OR 97035

$6.86B

Assets Under Management

Not reported

Total Clients

9

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Alvarado’s Registration & Firm History

OR

07/17/2024 - Present

Northwest Capital Management Inc. (LAKE OSWEGO OR)

TX

05/22/2019 - 10/17/2022

MORGAN STANLEY (San Antonio TX)

TX

04/25/2016 - 12/21/2016

WADDELL & REED (SAN ANTONIO TX)

TX

08/19/2014 - 02/22/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 06/20/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/21/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Nicholas Alvarado.
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