Joseph S. Eberhardt

RAVENSVIEW CAPITAL MANAGEMENT

Portland, OR 97209

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CRD#: 2395994

Professional summary

Joseph Sean Eberhardt is a registered financial advisor currently at RAVENSVIEW CAPITAL MANAGEMENT, LLC located in Portland, Oregon.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Joseph has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Joseph Sean Eberhardt's 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®

None

Experience

Current

March 7, 2017 - Present

RAVENSVIEW CAPITAL MANAGEMENT, LLC

Office #1: 1942 Nw Kearney St, Ste #24, Portland, OR 97209

RIA

CRD#: 286242

Portland, OR

Past

December 8, 1993 - April 27, 1994

EDWARD JONES

CRD#: 250

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
(3/7/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/22/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/17/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/7/1993

General Securities Representative Examination

Current Firm

RAVENSVIEW CAPITAL MANAGEMENT, LLC

CRD#: 286242 / SEC#:

Oregon

Registered Investment Advisory firm - (3/7/2017 Approved)

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Contact information

Main Address

1942 Nw Kearney St, Ste #24, Portland, OR 97209

Mailing Address

Phone number

(503) 714-1393

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	51
AUM (Assets Under Management)	$ 78,553,207

Red Flags

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

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Joseph S. Eberhardt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Sean Eberhardt's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAVENSVIEW CAPITAL MANAGEMENT, LLC

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 65

Date: 11/22/2016

Series 63

Date: 12/17/1993

Series 7

Date: 12/7/1993

Current Firm

RAVENSVIEW CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RAVENSVIEW CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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