Jason R. Kirsch

GROW PLANNING

Portland, OR

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CRD#: 5925759

Professional summary

Jason Reeve Kirsch, CFP® is a registered financial advisor currently at GROW PLANNING, LLC located in Portland, Oregon.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jason has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Reeve Kirsch'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: 2016

Experience

Current

January 4, 2017 - Present

GROW PLANNING, LLC

RIA

CRD#: 285295

Portland, OR

Past

February 25, 2016 - December 20, 2016

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

DEERFIELD, IL

Past

April 13, 2015 - December 20, 2016

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

DEERFIELD, IL

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

Florida
(5/12/2025)

IAR

Oregon
(2/24/2023)

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 66

Date: 5/4/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/20/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/13/2015

General Securities Representative Examination

Current Firm

GROW PLANNING, LLC

GROW PLANNING, LLC | JUNK PRODUCTIONS, LLC | GROW, LLC

CRD#: 285295 / SEC#:

California

Registered Investment Advisory firm - (3/9/2025 Terminated)

Florida

Registered Investment Advisory firm - (5/12/2025 Approved)

Oregon

Registered Investment Advisory firm - (2/24/2023 Approved)

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).

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Contact information

Main Address

Highland Beach, FL

Mailing Address

Phone number

(516) 817-0435

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	18
AUM (Assets Under Management)	$ 1,650,000

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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Firm Stability Insights

Jason R. Kirsch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Reeve Kirsch's CRS (Customer Relationship Summary).

Certified licenses

Experience

GROW PLANNING, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/4/2015

SIE

Date: 12/20/2016

Series 7

Date: 4/13/2015

Current Firm

GROW PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GROW PLANNING, LLC

TRUST BUT VERIFY

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