Jesse Freeman Doran
Investment adviser representative at Northwest Asset Management
10 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
10 years in the industry.
- Northwest Asset ManagementOct 2025 to now
- Yfa ConnectionsJan 2017 to now
- Metadude LLCOct 2020 to Jun 2025
- YmcaJan 2017 to May 2017
- Raise Up WashingtonAug 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8174327
- Firm CRD
- 147923