Jason
Richmond
Stancorp Investment Advisers, Inc
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About this Advisor
Jason Richmond is a financial advisor operating out of Portland, Oregon with 14 years of relevant experience. Richmond is currently employed by Stancorp Investment Advisers, Inc. Throughout their career, Richmond has worked at Stancorp Investment Advisers, Inc and Stancorp Equities, Inc. Richmond holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Alaska and Oregon. Stancorp Investment Advisers, Inc is a company operating out of Portland, OR. The company has a total of 82 people on staff. It controls $16 billion in assets under management among its 116,850 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 146 charitable organizations. Stancorp Investment Advisers, Inc provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Financial management fee schedules typically are based on which services are provided. However, fee types charged by Stancorp Investment Advisers, Inc likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stancorp Investment Advisers, Inc Brokerage Details
$16,214,303,154
82
116,850
$138,762
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
Jason Richmond Work History
Jason has been registered as a financial advisor for 14 years.*
Stancorp Equities, Inc
Stancorp Investment Advisers, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Richmond to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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