Jeffery S. Price

Some features on this profile are disabled

CRD#: 5649309

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffery Steven Price was a registered financial professional .

Jeffery is a previously registered financial professional and started their career in finance in 2009. Jeffery had worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

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.

OPM L.L.C - NON INVESTMENT RELATED, RENTAL REAL ESTATE, 4960 SW 31ST DRIVE, PORTLAND OR 97239, PARTNER, 0 HOURS DURING TRADING HOURS JPS LLC - NON INVESTMENT RELATED, RENTAL REAL ESTATE, 476 CAMINO FLORA VISTA, SAN CLEMENTE, 92673, 0 HOURS

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 8, 2009 - December 5, 2023

SKYLINE FINANCIAL NORTHWEST

RIA

CRD#: 146844

SAN CLEMENTE, CA

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".

SKYLINE FINANCIAL NORTHWEST

SKYLINE FINANCIAL NORTHWEST | SKYLINE FINANCIAL NORTHWEST, INC.

CRD#: 146844 / SEC#: 801-133826

RIA

Registered Investment Advisory firm - (7/7/2025 Approved)

California

Registered Investment Advisory firm - (8/22/2025 Terminated)

Oregon

Registered Investment Advisory firm - (8/4/2025 Terminated)

Washington

Registered Investment Advisory firm - (8/23/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 6/5/2009

Uniform Investment Adviser Law Examination

Current Firm

SKYLINE FINANCIAL NORTHWEST

SKYLINE FINANCIAL NORTHWEST | SKYLINE FINANCIAL NORTHWEST, INC.

CRD#: 146844 / SEC#: 801-133826

RIA

Registered Investment Advisory firm - (7/7/2025 Approved)

California

Registered Investment Advisory firm - (8/22/2025 Terminated)

Oregon

Registered Investment Advisory firm - (8/4/2025 Terminated)

Washington

Registered Investment Advisory firm - (8/23/2025 Terminated)

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

2121 Sw Broadway Suite 100, Portland, OR 97201

Mailing Address

Phone number

(888) 739-7369

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART IIA (6/5/2025)

FORM ADV PART II B (3/27/2025)

Regulatory assets under management

Total Number of Accounts	552
AUM (Assets Under Management)	$ 111,276,530

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffery S. Price

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SKYLINE FINANCIAL NORTHWEST

Primary Firm SEC Registration

SKYLINE FINANCIAL NORTHWEST

State Registrations and Notice Filings

Exams

Series 65

Date: 6/5/2009

Current Firm

SKYLINE FINANCIAL NORTHWEST

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SKYLINE FINANCIAL NORTHWEST

TRUST BUT VERIFY

Similar Advisors