Jennifer J. De Thomas

BIRCH ELLIOTT FINANCIAL

Portland, OR

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CRD#: 3214657

Professional summary

Jennifer Jean De Thomas, CFP®, who also goes by Jennifer J Birch, Jennifer Jean Birch, is a registered financial advisor currently at BIRCH ELLIOTT FINANCIAL, LLC located in Portland, Oregon.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jennifer has worked at 3 firms .

Question & Answer

What are your service offerings?

Life Transitions

Education Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Investment Planning

Tax Planning

Retirement Planning

Budgeting

Do you have an area of expertise or specialization?

Fixed Fee (Subscription, Retai...

Generation X

Novice Investors

Socially Responsible Investmen...

Women's Financial Planning Iss...

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Jennifer J Birch | Jennifer Jean Birch

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 Jennifer Jean De Thomas'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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

February 28, 2019 - Present

BIRCH ELLIOTT FINANCIAL, LLC

RIA

CRD#: 300046

Portland, OR

Past

May 30, 2012 - June 5, 2019

NEW OUTLOOK FINANCIAL, LLC

RIA

CRD#: 145967

PORTLAND, OR

Past

February 8, 2012 - May 23, 2012

VERITAT ADVISORS

RIA

CRD#: 147947

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
(2/28/2019)

IAR

Washington
(4/15/2022)

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

Current Firm

BIRCH ELLIOTT FINANCIAL, LLC

CRD#: 300046 / SEC#:

Oregon

Registered Investment Advisory firm - (2/28/2019 Approved)

Washington

Registered Investment Advisory firm - (4/15/2022 Approved)

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Contact information

Main Address

Portland, OR

Mailing Address

Phone number

(503) 421-6385

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	215
AUM (Assets Under Management)	$ 51,523,360

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.

Contact information

(xxx) xxx-xxxx

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Jennifer J. De Thomas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Jean De Thomas's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIRCH ELLIOTT FINANCIAL, LLC

NEW OUTLOOK FINANCIAL, LLC

VERITAT ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

BIRCH ELLIOTT FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BIRCH ELLIOTT FINANCIAL, LLC

TRUST BUT VERIFY

Contact information

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