Jaswant Shaw, financial advisor Newberg OR

Jaswant Shaw

CRD Number: 4146228
Current Firm: Eisrc

Jaswant Shaw (CRD# 4146228) is an Investment Advisor Representative working at Eisrc in Newberg, OR and has over 23 years of experience in the finance industry.

Similar Advisors
Chris Abbruzzese, financial advisor Newberg OR
Chris E. Abbruzzese
CRD# 2959986
Rain Capital Management
Similar Advisors
Bethany Abeln, financial advisor Newberg OR
Bethany B. Abeln
CRD# 6375005
Edward Jones
Similar Advisors
Kyle Abeln, financial advisor Newberg OR
Kyle T. Abeln
CRD# 6010341
Edward Jones
Company Name Location Dates Years
Bcbs Newberg, OR Sep 2021 - Current 2
Employee & Institution Securities Research Corporation (eisrc) Newberg, OR Oct 2012 - Current 11
Uhcsi Portland, OR Sep 2013 - Jun 2020 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2012
S66 NASAA Uniform Combined State Law Examination Jun 2000
Contact Info for Jaswant I. Shaw
Phone Number: 503-332-8473
Firm Website: http://www.eisrc.com
Registered State(s):
  • OR
Current Firm Details
Eisrc
Firm's CRD Number: 164031
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $289,904
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

OR

Ready to hire a financial advisor? Get competitive proposals from Jaswant Shaw and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.