Jessica D. Tierney

THE H GROUP

Portland, OR 97225

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CRD#: 6127036

Professional summary

Jessica Diane Tierney, CFP®, who also goes by Jessica Diane Tasa, is a registered financial advisor currently at THE H GROUP, INC. located in Portland, Oregon.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jessica has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jessica Diane Tasa

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 Diane Tierney'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: 2012

Experience

Current

May 18, 2018 - Present

THE H GROUP, INC.

Office #1: 3395 Sw Garden View Ave, Portland, OR 97225

RIA

CRD#: 106801

Portland, OR

Past

October 18, 2012 - September 8, 2014

NORTHWEST CAPITAL MANAGEMENT INC.

RIA

CRD#: 108091

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".

THE H GROUP, INC.

CRD#: 106801 / SEC#: 801-39523

RIA

Registered Investment Advisory firm - (7/18/1991 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
(5/18/2018)

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

Current Firm

THE H GROUP, INC.

CRD#: 106801 / SEC#: 801-39523

RIA

Registered Investment Advisory firm - (7/18/1991 Approved)

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Contact information

Main Address

3395 Sw Garden View Ave, Portland, OR 97225

Mailing Address

Phone number

(503) 292-5853

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE H GROUP, ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,849
AUM (Assets Under Management)	$ 580,107,747

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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Jessica D. Tierney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Diane Tierney's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE H GROUP, INC.

NORTHWEST CAPITAL MANAGEMENT INC.

Primary Firm SEC Registration

THE H GROUP, INC.

State Registrations and Notice Filings

Exams

Current Firm

THE H GROUP, INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE H GROUP, INC.

TRUST BUT VERIFY

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