#1 Cutler Investment Group
CUTLER INVESTMENT COUNSEL, LLC
Based in OR
Call (541) 770-9000 · WebsiteRetirement Plan Advisors in Jackson County, OR
The top-ranked retirement plan advisors serving Jackson County, OR are Cutler Investment Group, Jones & Associates Premier Financial Solutions and Koenig Investment Advisory, LLC. We list 6 retirement plan advisors serving Jackson County, OR. 6 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Jackson County, OR. 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Jackson County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Cutler Investment Group | ✓ SEC-registered investment adviser (CRD) #128483 | OR | (541) 770-9000 |
| 2 | Jones & Associates Premier Financial Solutions | ✓ SEC-registered investment adviser (CRD) #152930 | Jacksonville, OR | (541) 500-4321 |
| 3 | Koenig Investment Advisory, LLC | ✓ SEC-registered investment adviser (CRD) #311422 | Ashland, OR | (541) 608-0551 |
| 4 | Oregon Pacific Wealth Management | ✓ SEC-registered investment adviser (CRD) #283958 | Medford, OR | (541) 858-0166 |
| 5 | Practice Financial Group | ✓ SEC-registered investment adviser (CRD) #289256 | Jacksonville, OR | (541) 973-2602 |
| 6 | Littlejohn Financial Services Inc | ✓ SEC-registered investment adviser (CRD) #155113 | Roseburg, OR (66 mi) | (541) 375-0898 |
#2 Jones & Associates Premier Financial Solutions
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLCBased in Jacksonville, ORCall (541) 500-4321 · Website#3 Koenig Investment Advisory, LLC
KOENIG INVESTMENT ADVISORY, LLCBased in Ashland, ORCall (541) 608-0551 · Website#4 Oregon Pacific Wealth Management
OREGON PACIFIC WEALTH MANAGEMENT, LLCBased in Medford, ORCall (541) 858-0166 · Website#5 Practice Financial Group
PFG INVESTMENTS, LLCBased in Jacksonville, ORCall (541) 973-2602 · Website#6 Littlejohn Financial Services Inc
LITTLEJOHN FINANCIAL SERVICES, INCServes this area from Roseburg, OR (66 mi)Call (541) 375-0898
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Frequently asked questions
How many retirement plan advisors serve Jackson County?
We list 6 retirement plan advisors serving Jackson County, OR: 5 based there and 1 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Jackson County?
The top-ranked retirement plan advisors serving Jackson County, OR are Cutler Investment Group, Jones & Associates Premier Financial Solutions, Koenig Investment Advisory, LLC, Oregon Pacific Wealth Management and Practice Financial Group. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Jackson County are verified against official records?
6 of the top 6 match an active official record: Cutler Investment Group (U.S. Securities and Exchange Commission), Jones & Associates Premier Financial Solutions (U.S. Securities and Exchange Commission), Koenig Investment Advisory, LLC (U.S. Securities and Exchange Commission), Oregon Pacific Wealth Management (U.S. Securities and Exchange Commission) and Practice Financial Group (U.S. Securities and Exchange Commission), and 1 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Jackson County
Communities served
Ashland, Central Point, Eagle Point, White City, Talent, Phoenix, Shady Cove, Jacksonville, Rogue River, Gold Hill, Ruch, Trail, Foots Creek, Wimer, Prospect, Butte Falls