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Jonathan Kyle Metz

Deschutes Investment Consulting, LLC

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About Jonathan Kyle Metz

Jonathan Metz is an investment advisor representative at Deschutes Investment Consulting, LLC, a firm that provides investment advisory services to individuals, high-net-worth individuals, corporations, and pension plans. Jonathan has been in the industry since December 2016 and holds Series 7, 63 and 65 licenses. Jonathan's previous experience includes working at The Vanguard Group, Inc. and Aldrich Wealth LP. Jonathan specializes in portfolio management, financial planning, and pension consulting.

Firm Information

Jonathan Metz is currently registered with Deschutes Investment Consulting, LLC. Deschutes Investment Consulting, LLC is an investment advisory firm headquartered in Portland, OR. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They have approximately $2,128,031,383 in regulatory assets under management, primarily serving high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals. They have a team of 4 licensed agents and 8 investment advisor representatives.
Deschutes Investment Consulting, LLC

200 SW MARKET STREET

PORTLAND, OR 97201

$2.13B

Assets Under Management

Not reported

Total Clients

6

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Jonathan Metz’s Registration & Firm History

OR

04/12/2022 - Present

Deschutes Investment Consulting, LLC (PORTLAND OR)

AZ

12/01/2016 - 10/10/2019

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 02/09/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/12/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jonathan Kyle Metz. Review regulatory record here.
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