Jeffrey D. Eischen

PACE FINANCIAL ADVISORS

Hillsboro, OR 97123

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CRD#: 5753349

Professional summary

Jeffrey Daniel Eischen, who also goes by Jeffrey Daniel Eischen, is a registered financial advisor currently at PACE FINANCIAL ADVISORS located in Hillsboro, Oregon and LPL FINANCIAL LLC located in Hillsboro, Oregon.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Jeffrey has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Daniel Eischen

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.

1. 09/06/2022 - PACE FINANCIAL ADVISORS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ HILLSBORO, OR 2. NAME OF OTHER BUSINESS: MOUNTAIN TOP ORCHARDS, LLC; INVESTMENT RELATED: NO; ADDRESS OF OTHER BUSINESS: 265 NE WILCOX STREET, HILLSBORO, OR; NATURE OF BUSINESS: ORCHARD; POSITION: OWNER; START DATE: 01/2020; APPROXIMATE NUMBER OF HOURS PER MONTH: 2; APPROXIMATE NUMBER OF HOURS PER MONTH DURING TRADING HOURS: 0; DUTIES: OWNER AND MANAGER. 3. 09/29/2022 - Pace Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 01/01/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Pace Financial Advisors, an independent investment advisor firm. I started this business activity in 01/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Daniel Eischen'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®

None

Experience

Current

March 8, 2022 - Present

PACE FINANCIAL ADVISORS

Office #1: 421 Se Washington Street, Hillsboro, OR 97123

RIA

CRD#: 318359

Hillsboro, OR

Current

September 6, 2022 - Present

LPL FINANCIAL LLC

Office #1: 421 Se Washington St, Hillsboro, OR 97123

RIA

CRD#: 6413

Hillsboro, OR

Past

September 11, 2020 - April 1, 2022

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

RIA

CRD#: 151298

Hillsboro, OR

Past

January 11, 2016 - September 9, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Hillsboro, OR

Past

January 8, 2016 - September 9, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Hillsboro, OR

Past

March 22, 2010 - January 11, 2016

EDWARD JONES

RIA

CRD#: 250

HILLSBORO, OR

Past

March 9, 2010 - January 11, 2016

EDWARD JONES

CRD#: 250

HILLSBORO, 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".

PACE FINANCIAL ADVISORS

PACE FINANCIAL ADVISORS | PACE FINANCIAL ADVISORS, INC.

CRD#: 318359 / SEC#: 801-123174

RIA

Registered Investment Advisory firm - (2/4/2022 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.

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

Arizona
(9/26/2022)

Colorado
(9/26/2022)

Idaho
(9/26/2022)

IAR

Oregon
(4/1/2022)

Oregon
(9/6/2022)

IAR

Texas
(3/8/2022)

Washington
(9/26/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/19/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/8/2010

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

PACE FINANCIAL ADVISORS

PACE FINANCIAL ADVISORS | PACE FINANCIAL ADVISORS, INC.

CRD#: 318359 / SEC#: 801-123174

RIA

Registered Investment Advisory firm - (2/4/2022 Approved)

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Contact information

Main Address

421 Se Washington Street, Hillsboro, OR 97123

Mailing Address

Phone number

(971) 727-8434

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PACE FINANCIAL ADVISORS - FORM ADV PART 2A (6/2/2025)

Regulatory assets under management

Total Number of Accounts	4,071
AUM (Assets Under Management)	$ 390,054,826

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.

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Jeffrey D. Eischen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Daniel Eischen's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

PACE FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 3/19/2010

SIE

Date: 10/1/2018

Series 7

Date: 3/8/2010

FINRA

Current Firm

PACE FINANCIAL ADVISORS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PACE FINANCIAL ADVISORS

TRUST BUT VERIFY

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