Jeffrey Michael Cygan
Investment adviser representative at Northwest Asset Management
31 yearsExperience
1 stateRegistered in
$4.1BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
31 years in the industry.
- Northwest Asset ManagementJul 2021 to now
- Nwam, LLC dba Northwest Asset ManagementMar 2021 to now
- UpsNov 2020 to Jan 2021
- Bmw of BellevueSep 2020 to Sep 2020
- UnemployedNov 2019 to Sep 2020
- Charles Schwab & Co., Inc.Dec 1995 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (WA).
Northwest Asset Management
Legal name: Nwam, LLC
$4.1BAssets managed
2,776Clients
61Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1804125
- Firm CRD
- 147923