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Jaswant S
Series 65, Series 66
Newberg, OR
Eisrc
Jaswant Shaw is a financial advisor with EISRC in Newberg, Oregon, holding Series 65 and Series 66 licenses and 13 years of industry experience. He has worked at Blue Cross Blue Shield (BCBS) since 2021 and UHCSI from 2013 to 2020. Outside of his advisory role, Shaw is a senior enterprise architect specializing in healthcare insurance software. EISRC provides fee-based investment advisory and financial planning services to individuals, high-net-worth clients, and institutional clients, including corporate pension and government entities. The firm employs both low-cost, age- and risk-appropriate index fund portfolios and actively managed portfolios guided by proprietary research and software models, with an emphasis on quantitative tools and risk controls.
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