Best Financial Advisors in JACKSONVILLE, Oregon
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$437M
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in JACKSONVILLE
#1
85
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS
JACKSONVILLE, OR · Since 2020
$227M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
77
PRACTICE FINANCIAL GROUP
JACKSONVILLE, OR · Since 2020
$437M AUM8 clientsFee: 0%
FiduciaryFee-Only
#3
66
CUTLER INVESTMENT GROUP
JACKSONVILLE, OR · Since 2003
$1.5B AUM18 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in JACKSONVILLE?
The median advisory fee in JACKSONVILLE, OR is 0.95% of assets under management per year, based on Form ADV filings from 3 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.