Jason Maurice Finnigan
Investment adviser representative at Highroad Wealth Advisors, LLC
23 yearsExperience
1 stateRegistered in
$188.5MFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Highroad Real Estate, LLCDec 2014 to now
- Highroad Wealth Advisors, LLCDec 2013 to now
- Wells Fargo Advisors Financial Network, LLCFeb 2014 to Aug 2024
- Jason Finnigan, Sole ProprietorJan 2003 to Jan 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (OR).
Highroad Wealth Advisors, LLC
$188.5MAssets managed
111Clients
3Advisers
2 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
- 2827406
- Firm CRD
- 331566