# PORTFOLIO STRATEGIES INC

PORTFOLIO STRATEGIES INC of TACOMA, WA is an SEC-registered investment adviser.

## Registration

- CRD: 104685
- Type: SEC-registered investment adviser
- SEC file number: 801-18475
- Location: 621 PACIFIC AVENUE  SUITE 15, TACOMA, WA, 98402
- Phone: 253-383-1676
- Latest filing: 2026-07-02
- Regulatory AUM: $50.2M
- Discretionary AUM: $50.2M
- Clients: 4
- Accounts: 297

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| John Deforrest Williamson | OWNER | — |
| David James Jajewski | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | — |
| Lindsey Elaine Grier | CHIEF FINANCIAL OFFICER | — |
| CATHERSAL FRANCIS LESLIE | PRESIDENT | — |
| WHATMOUGH WILLIAM ARTHUR | VICE-PRESIDENT, TREASURER | — |
| SCHROETER EMANUEL BERNARD | CHIEF COMPLIANCE OFFICER; SECRETARY | — |
| WILLIAMSON JOHN DEFORREST | OWNER; REPRESENTATIVE; VICE-PRESIDENT, MARKETING | — |
| JAJEWSKI DAVID JAMES | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER; VICE PRESIDENT, ANNUITIES | — |
| WHATMOUGH WILLIAM | VICE-PRESIDENT, TREASURER | — |
| GRIER LINDSEY | CHIEF FINANCIAL OFFICER | — |
| GRIER LINDSEY ELAINE | CHIEF FINANCIAL OFFICER | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 425-898-7195 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104685/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104685/similar
- Related entities: https://search.stillhousedata.com/firm/104685/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104685

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.