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JC

John M. Chavez

MULTNOMAH GROUP
Carlsbad, CA
Some features on this profile are disabled
CRD#: 2451722
JC

Professional summary

John Martin Chavez is a registered financial advisor currently at MULTNOMAH GROUP, INC. located in Carlsbad, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. John has worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 6 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 John Martin Chavez'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®
None

Experience

Current

March 20, 2026 - Present

MULTNOMAH GROUP, INC.

RIA
CRD#: 132131
Carlsbad, CA
Past

March 10, 2016 - March 24, 2026

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA
CRD#: 142373
COLUMBUS, OH
Past

May 12, 2015 - March 24, 2026

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH
Past

October 31, 2011 - January 26, 2015

MULTNOMAH GROUP, INC.

RIA
CRD#: 132131
CARLSBAD, CA
Past

November 24, 2010 - July 6, 2011

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
NEW YORK, NY
Past

January 27, 2010 - November 29, 2010

TEACHERS PERSONAL INVESTORS SERVICES, INC.

BD
CRD#: 36130
NEW YORK, NY
Past

November 29, 2007 - January 27, 2010

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
NEWPORT BEACH, CA
Past

June 15, 2006 - October 23, 2007

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEWARK, NJ
Past

March 22, 2000 - May 17, 2006

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
NEWPORT BEACH, CA
Past

April 14, 1994 - February 1, 2000

DEAM INVESTOR SERVICES, INC.

BD
CRD#: 754
NEW YORK, NY

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".
MG
MULTNOMAH GROUP, INC.
EVERGREEN FINANCIAL ADVISORS, INC. | MULTNOMAH GROUP, INC. | MULTNOMAH CAPITAL, INC.

CRD#: 132131 / SEC#: 801-64554

RIA
Registered Investment Advisory firm - (8/24/2005 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
California
(3/20/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 8/1/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/29/2011
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/13/1994
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MG
MULTNOMAH GROUP, INC.
EVERGREEN FINANCIAL ADVISORS, INC. | MULTNOMAH GROUP, INC. | MULTNOMAH CAPITAL, INC.

CRD#: 132131 / SEC#: 801-64554

RIA
Registered Investment Advisory firm - (8/24/2005 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1155 Sw Morrison Street Suite 501, Portland, OR 97205
Mailing Address
Phone number
(503) 772-0159
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (9 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

FORM ADV PART 2A - PERSONAL ADVISORY SERVICES (3/24/2025)
FORM ADV PART 2A - RETIREMENT PLANS (3/24/2025)

Regulatory assets under management

Total Number of Accounts361
AUM (Assets Under Management)$ 2,219,580,596

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

MULTNOMAH GROUP, INC.

CRD#: 132131Carlsbad, CA

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Contact information

xxxxx@xxxx.xxx

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