JH
Jason S. Hildebrant
M HOLDINGS SECURITIES
Portland, OR 97209
Some features on this profile are disabled
CRD#: 4192960
JH
Professional summary
Jason Scott Hildebrant is a registered financial advisor currently at M HOLDINGS SECURITIES, INC. located in Portland, Oregon.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jason has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24, Series 10 and Series 9 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.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Scott Hildebrant's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jason Scott Hildebrant'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
March 26, 2019 - Present
M HOLDINGS SECURITIES, INC.
Office #1: 1125 N.w. Couch St., Ste. 900, Portland, OR 97209RIA
BD
CRD#: 43285
Portland, OR
Current
March 26, 2019 - Present
M HOLDINGS SECURITIES, INC.
Office #1: 1125 N.w. Couch St., Ste. 900, Portland, OR 97209RIA
BD
CRD#: 43285
Portland, OR
Past
February 13, 2017 - March 8, 2018
SCOTTRADE INVESTMENT MANAGEMENT
RIA
CRD#: 169988
SAINT LOUIS, MO
Past
October 12, 2015 - March 8, 2018
SCOTTRADE, INC.
BD
CRD#: 8206
HILLSBORO, OR
Past
March 13, 2013 - October 23, 2015
HARRISDIRECT LLC
RIA
CRD#: 42159
PORTLAND, OR
Past
February 28, 2013 - October 23, 2015
E*TRADE SECURITIES LLC
BD
CRD#: 29106
PORTLAND, OR
Past
September 12, 2011 - February 20, 2013
U.S. BANCORP INVESTMENTS, INC.
RIA
CRD#: 17868
MILWAUKIE, OR
Past
September 12, 2011 - February 20, 2013
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
MILWAUKIE, OR
Past
August 3, 2004 - September 20, 2011
PHILLIPS & COMPANY
RIA
CRD#: 35800
PORTLAND, OR
Past
July 5, 2000 - September 20, 2011
PHILLIPS & COMPANY
BD
CRD#: 35800
PORTLAND, OR
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".
MH
M HOLDINGS SECURITIES, INC.
M HOLDINGS SECURITIES, INC.
CRD#: 43285 / SEC#: 801-57304, 8-50214
RIA
Registered Investment Advisory firm - SEC (3/14/2000 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/10/2019)
RR
Alaska(5/10/2019)
RR
Arizona(5/10/2019)
RR
Arkansas(5/10/2019)
RR
California(5/10/2019)
RR
Colorado(5/10/2019)
RR
Connecticut(5/10/2019)
RR
Delaware(5/10/2019)
RR
District of Columbia(5/10/2019)
RR
Florida(5/10/2019)
RR
Georgia(5/10/2019)
RR
Hawaii(5/10/2019)
RR
Idaho(5/10/2019)
RR
Illinois(5/10/2019)
RR
Indiana(5/10/2019)
RR
Iowa(5/10/2019)
RR
Kansas(5/10/2019)
RR
Kentucky(5/10/2019)
RR
Louisiana(5/10/2019)
RR
Maine(5/10/2019)
RR
Maryland(5/10/2019)
RR
Massachusetts(5/10/2019)
RR
Michigan(5/10/2019)
RR
Minnesota(5/10/2019)
RR
Mississippi(5/10/2019)
RR
Missouri(5/10/2019)
RR
Montana(5/10/2019)
RR
Nebraska(5/10/2019)
RR
Nevada(5/10/2019)
RR
New Hampshire(5/10/2019)
RR
New Jersey(5/10/2019)
RR
New Mexico(5/10/2019)
RR
New York(5/10/2019)
RR
North Carolina(5/10/2019)
RR
North Dakota(5/10/2019)
RR
Ohio(5/10/2019)
RR
Oklahoma(5/10/2019)
RR
Oregon(3/26/2019)
IAR
Oregon(3/26/2019)
RR
Pennsylvania(5/10/2019)
RR
Puerto Rico(5/10/2019)
RR
Rhode Island(5/10/2019)
RR
South Carolina(5/10/2019)
RR
South Dakota(5/10/2019)
RR
Tennessee(5/10/2019)
RR
Texas(5/10/2019)
RR
Utah(5/10/2019)
RR
Vermont(5/10/2019)
RR
Virgin Islands(5/10/2019)
RR
Virginia(5/10/2019)
RR
Washington(5/10/2019)
RR
West Virginia(5/10/2019)
RR
Wisconsin(5/10/2019)
RR
Wyoming(5/10/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MH
M HOLDINGS SECURITIES, INC.
M HOLDINGS SECURITIES, INC.
CRD#: 43285 / SEC#: 801-57304, 8-50214
RIA
Registered Investment Advisory firm - SEC (3/14/2000 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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
1125 N.w. Couch Street Suite 900, Portland, OR 97209
Mailing Address
P.o. Box 2207, Portland, OR 97208-2207
Phone number
(888) 520-6784
Established
Oregon since 03/21/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
1,442
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| M FINANCIAL HOLDINGS INCORPORATED | EQUITY OWNER | |
| HANEY-JACKSON, LAURA ELIZABETH | VICE PRESIDENT - PRINCIPAL OPERATIONS OFFICER | 4771801 |
| LUDWIG, STEVEN CHARLES | CHIEF COMPLIANCE OFFICER | 2440911 |
| ROGERS, MARIA RENEE | PRINCIPAL FINANCIAL OFFICER | 2442526 |
| SCHOONMAKER, MICHAEL SKI | CHIEF EXECUTIVE OFFICER | 2408456 |
Regulatory assets under management
| Total Number of Accounts | 8,234 |
| AUM (Assets Under Management) | $ 4,078,516,284 |
Disclosures
| Regulatory Event | 5 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/10/2025 | ||
| 11/13/2024 | ||
| 08/28/2023 |
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.
