Jason Maurice Finnigan
Investment Adviser Representative at Highroad Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jason Maurice Finnigan is an investment adviser representative with Highroad Wealth Advisors, LLC in Coos Bay, OR, where they have been registered since 2024. They have worked in the securities industry since 1997 and have been registered with 4 firms, including Wells Fargo Advisors and Morgan Stanley. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Oregon.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oregon
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Advisors Financial Network, LLCFeb 2014 – Aug 2024Coos Bay, OR
- HighRoad Wealth Advisors, LLCAug 2024 – no end date reportedCoos Bay, OR
- HighRoad Real Estate, LLCDec 2014 – no end date reportedCoos Bay, OR
- HighRoad Wealth Advisors, LLCDec 2013 – no end date reportedCoos Bay, OR
- Jason Finnigan, Sole ProprietorJan 2003 – Jan 2025Coos Bay, OR
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Highroad Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
HighRoad Wealth Advisors, LLC specializes in Investment Management and Wealth Planning. Investment Management involves strategically managing a portfolio of securities to attain a goal or objective across account types including individual, joint, trust, IRA, Roth IRA, 401k, corporate, and foundation accounts. Wealth Planning focuses on Retirement Planning (pre- and post-retirement strategies) and Estate Planning Strategies.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Coos Bay, OR
- SEC file number:
- 801-130463
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 26, 2026
View full firm profileOther advisors at Highroad Wealth Advisors, LLC
2 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Maurice Finnigan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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