Lasalle St. Investment Advisors
47yrs
Top advisor by experience in Oregon
6yrs
Jonathan Mueller
Financial advisor at Scott Capital Advisors
Jonathan Mueller has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Portland, Oregon. After a year at Wells Fargo Advisors, Jonathan joined Scott Capital Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Scott Capital Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1175 advisors with offices in Portland, and one of 1075 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office707 SW Washington Street Suite 810, Portland, OR 97205
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.16 million
Advisors at the firm6
States licensed ?1 state
Services through Scott Capital Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowScott Capital Advisors, LLCCurrent firm
- Mar 2021 – Oct 2021Wells Fargo Clearing Services, LLCPreviously
Contact Jonathan
(503) 487-0860Scott Capital Advisors main office 707 SW Washington Street Suite 810Portland, OR 97205Office · Get directions Firm websitewww.scottcapitaladvisors.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Scott Capital Advisors at (503) 487-0860 and ask for Jonathan Mueller. Jonathan works from the Portland, OR office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Jonathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Scott Capital Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Ameriprise Financial Services
47yrs
Top 1% by experience in Portland
MKG Financial Group
46yrs
Top 1% by experience in Portland
Commonwealth Financial Network
46yrs
Top 1% by experience in Portland
UBS Financial Services
45yrs
Top 1% by experience in Portland
Matisse Capital
45yrs
Top advisor by experience at Matisse Capital