M Holdings Securities, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

43285

SEC number

801-57304

Firm type

RIA

Assets under management

$3.2B as of Mar 31, 2026

Website

mfin.com/M-SECURITIES ↗

Phone

800-656-6960

Address

1125 N.W. Couch Street, Portland, OR, 97209

Advisors at this firm

382 in our index · page 4 of 8

• Benjamin Taylor HadenCRD 5000131 · Irvine, CA
  Broker
• Douglas Mckenzie HallCRD 4868009 · Portland, OR
  IA RegisteredBroker
• Gordon Eugene HammondCRD 1287168 · Honolulu, HI
  Broker
• Belle HarrisCRD 6151111 · Dallas, TX
  IA RegisteredBroker
• Kaleigh Ryan HathawayCRD 6204924 · New York, NY
  Broker
• Walter Lee HelmsCRD 4620202 · Atlanta, GA
  Broker
• Ryan Joseph HemkerCRD 4365891 · Chicago, IL
  Broker
• Yolanda Lanell HendrixCRD 4189992 · Dallas, TX
  Broker
• Juan Jose HerreraCRD 7098666 · Austin, TX
  Broker
• Sean Charles HessCRD 8098690 · Audubon, PA
  Broker
• Eric J. HieberCRD 4036912 · Richmond, VA
  Broker
• Gregory Leo HoernschemeyerCRD 2555372 · Cincinnati, OH
  Broker
• Vernon Wilson HollemanCRD 2594098 · Washington, DC
  IA RegisteredBroker
• Harold Thomas HollingerCRD 248711 · Newark, DE
  IA RegisteredBroker
  Disclosure event(s) on record
• Edward Cone HoughtonCRD 735581 · El Paso, TX
  Broker
• Michael Bunsen HoughtonCRD 5352596 · El Paso, TX
  IA RegisteredBroker
• John Davis HunterCRD 253478 · Denver, CO
  BrokerRegistration inactive
• Ryley Henry Adams HarperCRD 7276749 · Audubon, PA
  Broker
• Jeremy John HeaveyCRD 7479159 · Kalamazoo, MI
  IA Registered
• Brian William HenricksCRD 4832190 · New York, NY
  Broker
• Jason Scott HildebrantCRD 4192960 · Portland, OR
  IA RegisteredBroker
• Tanner Dagan HodgesCRD 6982279 · Dallas, TX
  IA RegisteredBroker
• Stephen Craig HoffmanCRD 6829164 · Needham, MA
  Broker
• Jason Albert HolcombeCRD 6854370 · Portland, OR
  Broker
• Jordan HoldingCRD 6756430 · Land O Lakes, FL
  IA RegisteredRegistration inactive
• Lisa Bonnie HorswellCRD 2102363 · Newport Beach, CA
  Broker
• Carter Wallace HowesCRD 7414623 · Prairie Village, KS
  IA RegisteredBroker
• Kenneth Sterling InnisCRD 255089 · Nashville, TN
  IA RegisteredBroker
• Michael Allen IleyCRD 4343380 · Detroit, MI
  IA RegisteredBroker
• Michael Chandler IngramCRD 7716847 · Birmingham, AL
  IA RegisteredBroker
• Jonathan Andrew JacksonCRD 4571489 · Oliver Springs, TN
  Broker
• Edward Seeling JamiesonCRD 257164 · Northfield, IL
  Broker
• Matthew Conor JamiesonCRD 5824191 · Northfield, IL
  IA RegisteredBroker
• Lisa Ann JohnsonCRD 4767074 · Allentown, PA
  Broker
• Shane M JohnsonCRD 5533492 · Berwyn, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Alexander Williamson JonesCRD 6239361 · Birmingham, AL
  BrokerRegistration inactive
• Carleton Wilson JonesCRD 1344102 · Daytona Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Cody James JordanCRD 6882737 · Portland, OR
  Broker
• James Gray KenerlyCRD 4284462 · Greensboro, NC
  IA RegisteredBroker
• Brent David KinetzCRD 2031620 · New York, NY
  Broker
• Joy Ellen KitzmillerCRD 4419269 · Newport Beach, CA
  Broker
• Joshua KleinCRD 1062062 · New York, NY
  Broker
• Kurt Nicholas KnoessCRD 6339543 · Depew, NY
  IA RegisteredBroker
• James David KornreichCRD 1300536 · New York, NY
  Broker
• Thomas Adam KornreichCRD 2416150 · New York, NY
  Broker
• Tricia Marie KrishnaCRD 3252415 · Irvine, CA
  Broker
• Ronald Victor KrizekCRD 807430 · Elm Grove, WI
  Broker
• Clayton Gene White KuhnenCRD 7368674 · Dallas, TX
  IA RegisteredBroker
• Robert Charles KulleCRD 3128207 · Westlake Village, CA
  IA RegisteredBroker
• Matthew KasperCRD 4246310 · Scott Plains, NJ
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.