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JB

Jeffrey A. Bloch

MAIN AVENUE FINANCIAL SERVICES
Beaverton, OR 97005
Some features on this profile are disabled
CRD#: 6344640
JB

Professional summary

Jeffrey Adolph Bloch is a registered financial advisor currently at MAIN AVENUE FINANCIAL SERVICES, LLC located in Beaverton, Oregon.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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 Jeffrey Adolph Bloch'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®
None

Experience

Current

May 29, 2014 - Present

MAIN AVENUE FINANCIAL SERVICES, LLC

Office #1: 4900 Sw Griffith Drive Suite 210, Beaverton, OR 97005
RIA
CRD#: 151580
Beaverton, OR

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
Arizona
(9/25/2020)
IAR
California
(3/12/2025)
IAR
Oregon
(5/29/2014)
IAR
Washington
(10/20/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/27/2014
Uniform Investment Adviser Law Examination

Current Firm

MA
MAIN AVENUE FINANCIAL SERVICES, LLC
MAIN AVENUE FINANCIAL SERVICES, L.L.C. | MAIN AVENUE FINANCIAL SERVICES, LLC

CRD#: 151580 / SEC#:

Arizona
Registered Investment Advisory firm - (9/25/2020 Approved)
California
Registered Investment Advisory firm - (3/12/2025 Approved)
Oregon
Registered Investment Advisory firm - (10/20/2009 Approved)
Washington
Registered Investment Advisory firm - (10/20/2017 Approved)
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Contact information

Main Address
4900 Sw Griffith Drive Suite 210, Beaverton, OR 97005
Mailing Address
Phone number
(503) 336-3776
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts234
AUM (Assets Under Management)$ 93,830,288

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.

Company Information

MAIN AVENUE FINANCIAL SERVICES, LLC

CRD#: 151580Beaverton, OR 97005

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