Jason
Maxey

Stancorp Investment Advisers, Inc

CRD#4281332
Investment Advisor
in Austin, TX

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About this Advisor

Jason Maxey is a financial advisor operating out of Austin, Texas who has 12 years of relevant experience. Maxey currently works for Stancorp Investment Advisers, Inc. Maxey has gained experience at Standard Retirement Services, Inc, Stancorp Equities, Inc and Stancorp Investment Advisers, Inc. Maxey has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Stancorp Investment Advisers, Inc is a financial advisory company that has its headquarters in Portland, OR. The investment advisory business has a total of 82 financial advisors. It handles $16 billion in total assets across its 116,850 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 146 charitable organizations. The company performs 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. Fees for financial advice largely depend on the type of financial services offered. However, fee types billed by Stancorp Investment Advisers, Inc likely include any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 years

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

9737 Great Hills Trail, Ste 130
Austin, TX 78759

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Stancorp Investment Advisers, Inc Brokerage Details

Total Assets Under Management

$16,214,303,154

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

82

TX Average: 50
Total Number of Accounts

116,850

TX Average: 1,309
Average Account Size

$138,762

TX 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

Jason Maxey Work History

Jason has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Stancorp Investment Advisers, Inc

2007 - Present (17 years)

Standard Retirement Services, Inc

2007 - Present (17 years)

Stancorp Equities, 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 Maxey 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

Janic Hoyuela
Mandeville, LA
Ekaterina Sheliga
Portland, OR
Sarah Mahalic
Portland, OR
Douglas Corra
Cincinnati, OH
Marina Wiley
Portland, OR
Marc Olson
Edina, MN
Anthony Garcia
Portland, OR
John Lavin
Portland, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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