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Rilee J

CFP®, Series 66

Bend, OR

LPL Financial

Rilee Johnson is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL, Johnson held roles at Columbia Wealth Advisors, Raymond James Financial Services, Cetera Investment Advisors, and Edward Jones. Johnson is based in Bend, OR, and also serves as a wealth advisor with Umpqua Bank and Columbia Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services through a large network of advisors, employing a mix of model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jason H

Series 66, Series 65, Series 63

Bend, OR

LPL Financial

Jason Hunter is a financial advisor at LPL Financial with 12 years of industry experience. His prior work includes roles at Edward Jones and Morgan Stanley. He operates a related business, JHS J. Hunter Strategies, which supports his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, with advice provided by investment adviser representatives utilizing a range of strategies and third-party subadvisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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