Jessica M. Howe

SILVER OAK ADVISORY GROUP

PORTLAND, OR 97205-2217

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CRD#: 5529814

Professional summary

Jessica Marie Howe, CFP®, who also goes by Jessi Howe, is a registered financial advisor currently at SILVER OAK ADVISORY GROUP located in Portland, Oregon.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jessica has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Budgeting

Retirement Planning

Investment Planning

Divorce Planning

Tax Planning

Comprehensive Financial Planni...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Jessi Howe

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 Jessica Marie Howe'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

May 26, 2008 - Present

SILVER OAK ADVISORY GROUP

Office #1: 1130 Sw Morrison St Ste 312, Portland, OR 97205-2217

RIA

CRD#: 108298

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".

SILVER OAK ADVISORY GROUP

SILVER OAK ADVISORY GROUP | SILVER OAK ADVISORY GROUP, INC. | SILVER OAK ADVISORY GROUP OF OREGON INC

CRD#: 108298 / SEC#: 801-39897

RIA

Registered Investment Advisory firm - (9/13/1991 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

Oregon
(5/26/2008)

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: 5/23/2008

Uniform Investment Adviser Law Examination

Current Firm

SILVER OAK ADVISORY GROUP

SILVER OAK ADVISORY GROUP | SILVER OAK ADVISORY GROUP, INC. | SILVER OAK ADVISORY GROUP OF OREGON INC

CRD#: 108298 / SEC#: 801-39897

RIA

Registered Investment Advisory firm - (9/13/1991 Approved)

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Contact information

Main Address

1130 Sw Morrison St Ste 312, Portland, OR 97205-2217

Mailing Address

Phone number

(503) 242-1715

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2-REVISED (2/21/2025)

Regulatory assets under management

Total Number of Accounts	717
AUM (Assets Under Management)	$ 371,968,725

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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Jessica M. Howe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Marie Howe's CRS (Customer Relationship Summary).

Certified licenses

Experience

SILVER OAK ADVISORY GROUP

Primary Firm SEC Registration

SILVER OAK ADVISORY GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 5/23/2008

Current Firm

SILVER OAK ADVISORY GROUP

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SILVER OAK ADVISORY GROUP

TRUST BUT VERIFY

Contact information

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