Jeffrey
Weber

Stancorp Investment Advisers, Inc

CRD#5991292
Investment Advisor
in Mandeville, LA

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About this Advisor

Jeffrey Weber is a financial advisor based in Mandeville, Louisiana, working with Stancorp Investment Advisers, Inc. Jeffrey has previously held positions at Standard Retirement Services, Inc, Stancorp Equities, Inc, and Stancorp Investment Advisers, Inc. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana. Currently, Jeffrey is part of Stancorp Investment Advisers, Inc, which operates out of Mandeville, Louisiana. The firm has 1 office and 112 employees. The firm manages assets totaling $34.4 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The fee structure at Stancorp Investment Advisers, Inc includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

1150 West Causeway Approach, Ste B
Mandeville, LA 70471

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Stancorp Investment Advisers, Inc Brokerage Details

Total Assets Under Management

$34,385,256,113

LA Average: $1,120,203,312
Total Number of Employees

112

LA Average: 50
Total Number of Accounts

126,310

LA Average: 1,309
Average Account Size

$272,229

LA Average: $855,770

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Jeffrey Weber Work History

2012 - Present (13 years)

Stancorp Investment Advisers, Inc

2011 - Present (14 years)

Standard Retirement Services, Inc

2011 - Present (14 years)

Stancorp Equities, Inc

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Disclosures

Please visit the SEC profile of Jeffrey Weber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stancorp Investment Advisers, Inc

James Mcdowell
Portland, OR
Taylor Smith
Portland, OR
Albert Maixner
Portland, OR
John Lavin
Portland, OR
Bradley Weber
Denver, CO
Kyle Worley
Portland, OR
Douglas Corra
Portland, OR
Rian Clark
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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