Jeffrey
Strode

Grange Capital, LLC

CRD#7621068
Investment Advisor
in Beaverton, OR

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About this Advisor

Jeffrey Strode is a financial advisor operating out of Beaverton, Oregon with a total of 1 year of relevant experience. Strode is on the advisory team at Grange Capital, LLC. Strode has gained experience at Grange Capital, LLC, Pacific Residential Mortgage, Finance Of America Mortgage, Alpine Mortgage and Borrowsmart Mortgage. Strode has Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in California, Oregon, Texas and Washington. Grange Capital, LLC is a business operating out of Beaverton, OR. It manages $129 million in assets under management across its 577 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 577 accounts, 41% are held by high-net-worth individuals who have greater than $1 million in investable assets. Grange Capital, LLC performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on the financial services provided. Fee types charged by Grange Capital, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

6600 Sw 105Th Ave, Suite 220
Beaverton, OR 97008

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Grange Capital, LLC Brokerage Details

Total Assets Under Management

$128,831,000

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

7

OR Average: 50
Total Number of Accounts

577

OR Average: 1,309
Average Account Size

$223,277

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jeffrey Strode Work History

Jeffrey has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Grange Capital, LLC

2022 - Present (2 years)

Borrowsmart Mortgage

2020 - 2022 (2 years)

Pacific Residential Mortgage

2019 - 2020 (1 year)

Finance Of America Mortgage

2016 - 2019 (3 years)

Finance Of America Mortgage

2013 - 2016 (3 years)

Alpine Mortgage

2012 - 2013 (1 year)

Alpine Mortgage

*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 Jeffrey Strode 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 Grange Capital, LLC

Jeffrey Strode
Beaverton, OR
John Graham
Bend, OR
Mitchel Ludtke
Beaverton, OR
Robert Warmkessel
Beaverton, OR
Michael Keeton
Beaverton, OR

The content in this profile was updated by SmartAsset on 4/16/2023. 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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