Medford, OR Office
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SeaCrest Wealth Management, LLC
Multi-team
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About
Seacrest Wealth Management is an SEC-registered, multi-advisor wealth management firm that serves individuals (including high‑net‑worth clients), trusts, estates, retirement plans, charitable organizations and businesses. The firm provides comprehensive financial planning, investment management (discretionary and non‑discretionary), retirement‑plan advisory and consulting services and manages roughly $1.53 billion through a team of advisers.
Seacrest generally pursues a customized, long‑term investment approach that blends fundamental and technical analysis and can include mutual funds, ETFs, individual securities, alternatives and allocations to independent managers. The firm uses internally developed and third‑party artificial‑intelligence tools as decision‑support (with human review), provides both 3(21) and 3(38) retirement plan services, and may recommend custodian‑sourced lending solutions (pledged‑asset lines) or other specialized products as part of planning.
Distinctive elements in the brochure include the recent addition of divorce mediation services delivered by a Certified Divorce Financial Analyst, the ability to recommend corporate trust services through its custodian’s trust company, and participation in pledged‑asset lending programs. The firm also discloses relationships that can create conflicts of interest—including broker‑dealer and insurance affiliations and participation in institutional custodian platforms that provide economic benefits to the firm—and reported a December 2024 SEC settlement involving supervision failures that resulted in a censure and a $375,000 civil penalty.
Based on SeaCrest Wealth Management, LLC
Expertise
Based on SeaCrest Wealth Management, LLC
Location
3255 Hillcrest Park Drive, Suite 108
Medford OR 97504
Advisors at this office
3
Advisors at this office
Benjamin B
Series 66
Medford, OR
SeaCrest Wealth Management, LLC
Benjamin Brainard is a financial advisor with SeaCrest Wealth Management, LLC in Medford, OR. He holds a Series 66 designation and has 25 years of industry experience. He has worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and SeaCrest Wealth Management since 2009. Outside of finance, he owns and operates a greenhouse farm and organizes cycling events through an event promotion business. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management services using a long-term approach that combines fundamental and technical analysis and incorporates artificial intelligence tools.
Mark F
Series 63, Series 65
Medford, OR
SeaCrest Wealth Management, LLC
Mark Fadling is a financial advisor at SeaCrest Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SeaCrest and Purshe Kaplan Sterling since 2009. SeaCrest Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that combines fundamental and technical analysis and utilizes both internal and third-party artificial intelligence tools.
Jeanne M
Series 63, Series 66
Medford, OR
SeaCrest Wealth Management, LLC
Jeanne McVeigh is an investment advisor representative with SeaCrest Wealth Management, LLC, holding Series 63 and Series 66 licenses and over 21 years of industry experience. She has worked with SeaCrest Wealth Management and Purshe Kaplan Sterling Investments since 2009. Outside of her advisory role, she has worked seasonally as a sales associate at Kohl's in Medford, OR. SeaCrest Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management using a customized, long-term approach that incorporates both fundamental and technical analysis and employs AI tools for decision support.
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