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Andrew J
CFP®, Series 63, Series 66
Beaverton, OR
Main Avenue Financial Services, LLC
Andrew Jamison is a CFP® professional with 17 years of industry experience, currently serving at Main Avenue Financial Services, LLC in Beaverton, OR. He has been with Main Avenue Financial Services since 2009. Outside of his advisory role, Jamison serves as the treasurer for the Portland Basketball Officials Association and officiates basketball games during evenings and weekends. Main Avenue Financial Services provides fee-only financial planning, investment management, and wealth advisement to individuals, families, trusts, and related entities. The firm emphasizes client-directed, non-discretionary relationships and delivers financial planning through incremental, actionable communications tailored to each client’s objectives and risk tolerance.
Jeffrey B
Series 65
Beaverton, OR
Main Avenue Financial Services, LLC
Jeffrey Bloch is a Series 65-licensed financial advisor with Main Avenue Financial Services, LLC in Beaverton, Oregon. He has 11 years of industry experience and has been with Main Avenue Financial Services since 2014. Main Avenue Financial Services, LLC is a fee-only advisory firm serving individuals, families, trusts, estates, family businesses, and retirement plan participants. The firm manages approximately $94 million for about 76 clients, employing a long-term, buy-and-hold investment approach with tailored asset allocation and primarily non-discretionary portfolio management.
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