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Brandon Jochim, Private Wealth Advisor serving the Portland, OR area - Ameriprise Advisors

Brandon Jochim

Private Wealth Advisor

Jochim & Associates

An Ameriprise Private Wealth Advisor

23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 3 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Tax Planning Strategies

Education

  • Bachelor in Business and Finance from Linfield College

Awards & recognition

  • Jochim & Associates, Forbes Best-in-State Wealth Management Teams, 2024
  • Jochim & Associates, Ameriprise Client Experience Award, 2021-2022
  • Ameriprise Circle of Success, 2012-2016, 2022-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021-2023
  • Five Star Wealth Manager, 2013-2016 & 2019

Community participation

Giving back and finding ways to help and support our local communities is very important to us. Every year our team organizes an annual food drive to benefit the Oregon Food Bank. The food drive always commences with our team spending a day at the Oregon Food Bank donating our time. In addition to the Oregon Food Bank we also support the following charities:

Charity Ball

American Diabetes Association

The Raphael House

American Cancer Society

The ALS Association (Oregon & SW Washington Chapter)

  • Food Bank

Interests

Born February 2010, my daughter Lucy occupies most of my free time. I love seeing life through her eyes because she helps me slow down and remember what’s really important.

When not with family or at work, you'll usually find me golfing, skiing or playing soccer. I’ve been on soccer teams since I was five years old. I’m a Timbers season ticket holder and get to as many games as possible. I love Portland and all that it has to offer –whether it’s seeking out new restaurants or enjoying those rare, yet perfect sunshine days in the park with Lucy. I take great pride in my community and am always seeking out new ways give back!