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John Bradford Kingery

Peregrine Asset Advisers, Inc.

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About John Bradford Kingery

John Kingery is an Investment Advisor Representative with Peregrine Asset Advisers, Inc., based in Bend, Oregon. John has been in the financial services industry for over 20 years and holds the Series 7, 24 and 65 licenses. John has experience working with high-net-worth individuals, corporations, and charitable organizations. Prior to joining Peregrine Asset Advisers, Inc., John worked for Northline Wealth Management.

Firm Information

John Kingery is currently registered with Peregrine Asset Advisers, Inc.. Peregrine Asset Advisers, Inc. is an investment advisor based in Portland, Oregon, registered with the SEC. The firm manages approximately $575 million in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. The firm offers financial planning, portfolio management for individuals, and selection of other advisors.
Peregrine Asset Advisers, Inc.

9755 SW BARNES RD

PORTLAND, OR 97225

$575.57M

Assets Under Management

23

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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percentage of assets

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

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other

Annual account fee

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John Kingery’s Registration & Firm History

OR

07/10/2023 - Present

Peregrine Asset Advisers, Inc. (Bend OR)

MT

03/27/2003 - 06/24/2003

D.A. DAVIDSON & CO. (GREAT FALLS MT)

NA

10/29/1991 - 03/03/1994

BLACK & COMPANY, INC.

NA

09/28/1990 - 05/16/1991

BLACK & COMPANY, INC.

NA

05/21/1986 - 09/21/1988

JENSEN SECURITIES CO.

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Licenses & Designations

BC

Issued 03/26/2003

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/18/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/1993

Series 24 - General Securities Principal Examination

BC

Issued 03/25/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Bradford Kingery.
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