WILLAMETTE FINANCIAL ADVISORS, LLC
CRD #173482 SEC #801-112193 PORTLAND, OR 503-747-0306
SEC Registered
Total AUM
$151.8M
Discretionary
$149.8M
Employees
3
Clients
1
Accounts
670
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JONES, JAMES, MICHAEL | I | PRINCIPAL MEMBER, CCO & CFO | E | Control |
| BARRY, RONALD, ALLEN | I | PRINCIPAL MEMBER, CEO, CFO, AND COO | D | Control |
| BARRY, RONALD, ALLEN | I | PRINCIPAL MEMBER, CEO, CFO, AND COO | D | Control |
| BARRY, RONALD, ALLEN | I | PRINCIPAL MEMBER, CEO, CFO, AND COO | D | Control |
| BARRY, RONALD, ALLEN | I | PRINCIPAL MEMBER, CEO, CFO, AND COO | D | Control |
| BARRY, RONALD, ALLEN | I | PRINCIPAL MEMBER, CEO, CFO, AND COO | D | Control |
| BARRY, RONALD, ALLEN | I | PRINCIPAL MEMBER, CEO, CFO, AND COO | D | Control |
| BARRY, RONALD, ALLEN | I | PRINCIPAL MEMBER, CEO, CFO, AND COO | D | Control |
| BARRY, RONALD, ALLEN | I | PRINCIPAL MEMBER, CEO, CFO, AND COO | D | Control |
| BARRY, RONALD, ALLEN | I | PRINCIPAL MEMBER, CEO, CFO, AND COO | D | Control |
| BARRY, RONALD, ALLEN | I | PRINCIPAL MEMBER, CEO, AND COO | D | Control |
| BARRY, RONALD, ALLEN | I | PRINCIPAL MEMBER, CEO, AND COO | D | Control |
| BARRY, RONALD, ALLEN | I | PRINCIPAL MEMBER, CEO, AND COO | D | Control |
| BARRY, RONALD, ALLEN | I | PRINCIPAL MEMBER, CEO, AND COO | D | Control |
| BARRY, RONALD, ALLEN | I | PRINCIPAL MEMBER, CEO, AND COO | D | Control |
| JONES, JAMES, MICHAEL | I | PRINCIPAL MEMBER AND CCO | D | Control |
| JONES, JAMES, MICHAEL | I | PRINCIPAL MEMBER AND CCO | D | Control |
| JONES, JAMES, MICHAEL | I | PRINCIPAL MEMBER AND CCO | D | Control |
| JONES, JAMES, MICHAEL | I | PRINCIPAL MEMBER AND CCO | D | Control |
| JONES, JAMES, MICHAEL | I | PRINCIPAL MEMBER AND CCO | D | Control |
| JONES, JAMES, MICHAEL | I | PRINCIPAL MEMBER AND CCO | D | Control |
| JONES, JAMES, MICHAEL | I | PRINCIPAL MEMBER AND CCO | D | Control |
| JONES, JAMES, MICHAEL | I | PRINCIPAL MEMBER AND CCO | D | Control |
| JONES, JAMES, MICHAEL | I | PRINCIPAL MEMBER AND CCO | D | Control |
| JONES, JAMES, MICHAEL | I | PRINCIPAL MEMBER, CCO & CFO | D | Control |
| JONES, JAMES, MICHAEL | I | PRINCIPAL MEMBER, CCO & CFO | D | Control |
| JONES, JAMES, MICHAEL | I | PRINCIPAL MEMBER, CCO & CFO | D | Control |
| JONES, JAMES, MICHAEL | I | PRINCIPAL MEMBER, CCO & CFO | D | Control |
| JONES, JAMES, MICHAEL | I | PRINCIPAL MEMBER, CCO & CFO | D | Control |
| BARRY, RONALD, ALLEN | I | MEMBER, CCO, AND COO | C | Control |
| BARRY, RONALD, ALLEN | I | MEMBER, CCO, AND COO | C | Control |
| BARRY, RONALD, ALLEN | I | MEMBER, CCO, AND COO | C | Control |
| BARRY, RONALD, ALLEN | I | MEMBER, CFO, AND COO | C | Control |
| BARRY, RONALD, ALLEN | I | MEMBER, CFO, AND COO | C | Control |
| DUNNE, STEPHEN, DAUNT | I | MEMBER AND CEO | C | Control |
| DUNNE, STEPHEN, DAUNT | I | MEMBER AND CEO | C | Control |
| DUNNE, STEPHEN, DAUNT | I | MEMBER AND CEO | C | Control |
| DUNNE, STEPHEN, DAUNT | I | MEMBER AND CEO | C | Control |
| DUNNE, STEPHEN, DAUNT | I | MEMBER AND CEO | C | Control |
| JONES, JAMES, MICHAEL | I | MEMBER AND CCO | B | Control |
| JONES, JAMES, MICHAEL | I | MEMBER AND CCO | B | Control |
| NELSON, VALERIE, JOY | I | MEMBER AND CFO | B | Control |
| NELSON, VALERIE, JOY | I | MEMBER AND CFO | B | Control |
| NELSON, VALERIE, JOY | I | MEMBER AND CFO | B | Control |
Registrations
Federal
IA
Sep 4, 2025 REGISTERED
Notice Filings (9)
CA FL ID IL LA OR TN TX WA
Address
6650 SW REDWOOD LANE, SUITE 310SUITE 310
PORTLAND, OR 97224
United States
Phone: 503-747-0306