JC
James D. Cheadle
PONDEROSA INVESTMENT GROUP
PORTLAND, OR 97229-9260
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CRD#: 2725086
JC
Professional summary
James Dean Cheadle, who also goes by James Cheadle, is a registered financial advisor currently at PONDEROSA INVESTMENT GROUP, LLC located in Portland, Oregon.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. James has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James Cheadle
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.
JMC Investment Properties, LLC. This business is not investment-related with regard to securities. This business is an LLC holding company for liability reasons to hold the families rental properties.
Address is 10726 NW Skyline Blvd., Portland OR 97231
The nature of the business is real estate rental properties.
Jim Cheadle is the president along with my spouse. It was started on 8-16-16. I devote approximately 10/hrs a month with no hours devoted during trading hours. My duties are mainly related to managing and upkeep of the properties.
CRS (Client Relationship Summary) - RIA
Click below to view James Dean Cheadle'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®
NoneExperience
Current
February 7, 2007 - Present
PONDEROSA INVESTMENT GROUP, LLC
Office #1: 4804 Nw Bethany Blvd. Suite I-2, #154, Portland, OR 97229-9260RIA
CRD#: 143055
PORTLAND, OR
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(2/7/2007)
IAR
Washington(2/13/2007)
Exams
Current Firm
PI
PONDEROSA INVESTMENT GROUP, LLC
JMC INVESTMENT PROPERTIES, LLC | PONDEROSA INVESTMENT GROUP, LLC
CRD#: 143055 / SEC#:
Oregon
Registered Investment Advisory firm - (2/7/2007 Approved)Washington
Registered Investment Advisory firm - (2/13/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Portland, OR
Mailing Address
4804 Nw Bethany Blvd. Suite I-2, #154, Portland, OR 97229-9260
Phone number
(503) 286-0005
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 63 |
| AUM (Assets Under Management) | $ 14,634,896 |
Red Flags
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