Jean S. Debruler
Professional summary
Jean Stanley Debruler III, who also goes by J Debruler III, J. Debruler, Jean Stanley Debruler, J. S. Debruler III, is a registered financial advisor currently at PACIFIC PORTFOLIO CONSULTING, LLC located in Seattle, Washington.
Jean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1970. Jean has worked at 4 firms and has passed the Series 65, Series 63 and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jean Stanley Debruler III's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 21, 2006 - Present
PACIFIC PORTFOLIO CONSULTING, LLC
Office #1: 601 Union Street Suite 4242, Seattle, WA 98101February 3, 1994 - December 31, 2006
PACIFIC PORTFOLIO CONSULTING LP
May 13, 1977 - June 3, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
June 16, 1970 - June 16, 1977
NEW ENGLAND SECURITIES
Primary Firm SEC Registration
PACIFIC PORTFOLIO CONSULTING, LLC
CRD#: 139505 / SEC#: 801-66277
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/21/2006)
Exams
Series 1
Date: 6/9/1970
Registered Representative ExaminationCurrent Firm
PACIFIC PORTFOLIO CONSULTING, LLC
CRD#: 139505 / SEC#: 801-66277
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 521 |
| AUM (Assets Under Management) | $ 4,787,765,860 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/20/2025 | ||
| 01/29/2024 | ||
| 12/21/2022 |
Red Flags
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