AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
EW

Ellen J. Webber

ELLEN J WEBBER, CFP
Seattle, WA
Some features on this profile are disabled
CRD#: 1752138
EW

Professional summary


Ellen Jean Webber, CFP®, who also goes by Elene Macgregor, is a registered financial advisor currently at ELLEN J WEBBER, CFP located in Seattle, Washington and FIRST PACIFIC FINANCIAL, INC. located in Seattle, Washington.

Ellen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Ellen has worked at 6 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Elene Macgregor

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ellen Jean Webber's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

January 22, 2020 - Present

ELLEN J WEBBER, CFP

RIA
CRD#: 148382
Seattle, WA
Current

April 1, 2025 - Present

FIRST PACIFIC FINANCIAL, INC.

Office #1: 1730 N Northlake Way Suite 3301, Seattle, WA 98103
RIA
CRD#: 284736
Seattle, WA
Past

December 15, 2004 - October 9, 2008

HARVEST CAPITAL ADVISORS INC.

RIA
CRD#: 126150
BELLEVUE, WA
Past

January 23, 2002 - May 1, 2003

PACIFIC WEST FINANCIAL CONSULTANTS INC

RIA
CRD#: 108728
BELLEVUE, WA
Past

June 13, 2000 - May 1, 2003

PACIFIC WEST SECURITIES, INC.

BD
CRD#: 6390
RENTON, WA
Past

March 16, 1998 - July 19, 2000

PACIFIC HARBOR SECURITIES, INC.

BD
CRD#: 8755
HIGHLAND, UT

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FP
FIRST PACIFIC FINANCIAL, INC.
FIRST PACIFIC FINANCIAL | TODD R.E. STRYKER, CFP, INC. | FIRST PACIFIC FINANCIAL, INC.

CRD#: 284736 / SEC#: 801-108251

RIA
Registered Investment Advisory firm - (8/17/2016 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oregon
(4/1/2025)
IAR
Washington
(1/22/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 4/21/1998
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


FP
FIRST PACIFIC FINANCIAL, INC.
FIRST PACIFIC FINANCIAL | TODD R.E. STRYKER, CFP, INC. | FIRST PACIFIC FINANCIAL, INC.

CRD#: 284736 / SEC#: 801-108251

RIA
Registered Investment Advisory firm - (8/17/2016 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
610 Esther Street Suite 100, Vancouver, WA 98660
Mailing Address
Phone number
(360) 254-2585
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (16 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR FIRST PACIFIC FINANCIAL (6/18/2025)

Regulatory assets under management


Total Number of Accounts3,785
AUM (Assets Under Management)$ 1,512,115,778

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIRST PACIFIC FINANCIAL, INC.

CRD#: 284736Seattle, WA

TRUST BUT VERIFY

Monitor Ellen Webber

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.