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Brent Edward Pearson

KEYCHAIN ASSET MANAGEMENT
Oregon City, OR
·CRD# 8126938·1 year experience

Professional Summary

Brent Edward Pearson is a registered financial advisor currently at KEYCHAIN ASSET MANAGEMENT located in Oregon City, Oregon. Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Brent has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

1 years in the financial services industry

Current & Past Employments

Current

KEYCHAIN ASSET MANAGEMENTCurrent·CRD# 337629
RIA
Oregon City, OR
August 22, 2025 - Present

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Current Firm

KA
KEYCHAIN ASSET MANAGEMENT

KEYCHAIN ASSET MANAGEMENT | KEYCHAIN CORP

CRD#: 337629
Oregon
Registered Investment Advisory firm - Oregon (8/22/2025 Approved)

Contact Information

Main Address

Oregon City, OR

Phone Number

(503) 893-8385

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

4

AUM (Assets Under Management)

$50,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Name of the other business: Napa Logic Inc. Whether the business is investment-related: No Address of the other business: 914 6th St, Oregon City, OR 97045 Nature of the other business: IT Consulting firm Your position, title, or relationship with the other business: Principal/Owner Start date of your relationship: 07/01/2014 Approximate number of hours/month you devote to the other business: 5-10 hours per month. The business is currently winding down, with activities primarily focused on bookkeeping and back-office work. There are no current projects. Number of hours you devote to the other business during securities trading hours: Less than one hour per week. This time is occasionally spent answering phone calls or emails. The majority of duties are handled outside of securities trading hours. Briefly describe your duties relating to the other business: My duties involved IT consulting and software development projects for Napa Logic Inc. There are no longer any ongoing projects that require my active participation.

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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.
IAR
Oregon
(8/22/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2025About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Jan 2025About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Brent Edward Pearson's CRS (Customer Relationship Summary).

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