Jeffrey Griggs, financial advisor Corvallis OR

Jeffrey Griggs

CRD Number: 6166397
Current Firm: Spectrum Strategic Capital Management, LLC
Compensation Model: Fee Only

Jeff is the portfolio manager for SSCM. He is responsible for developing and maintaining capital market and macroeconomic forecasts, model portfolios, and strategic allocations. Jeff is in charge of portfolio rebalance implementation, which includes fixed income/equity trades and allocations. As a member of the Investment Committee, Jeff is responsible for security analysis and selection. He is also the author of our firm’s quarterly newsletter.

 

While earning his Bachelor of Science Degree in Finance from Oregon State University, Jeff was actively involved in the Oregon State Investment Group, serving as Financial Sector leader and earning the Analyst of the Year designation. He is a Chartered Financial Analyst® (CFA) and a member of the CFA Institute and CFA Society of Portland.

 

Outside of work Jeff enjoys golfing, fishing and Beaver football.

CONTACT
Similar Advisors
Stephen Altman, financial advisor Corvallis OR
Stephen R. Altman
CRD# 2795104
True Private Wealth Advisors, LLC
Similar Advisors
Jamie Andresen, financial advisor Corvallis OR
Jamie M. Andresen
CRD# 5619235
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Greg Bachman, financial advisor Corvallis OR
Greg Bachman
CRD# 2948151
Spectrum Strategic Capital Management, LLC
Professional Designations
Company Name Location Dates Years
Spectrum Strategic Capital Management, LLC Lake Oswego, OR Jan 2014 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Jeffrey K. Griggs
Phone Number: (541) 248-2052
Advisor Website: http://www.sscapm.com
Firm Website: http://www.sscapm.com
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    184
    MILLIONS
  • Total Number of Accounts
    723
    ACCOUNTS
  • Average Account Value
    $254,774
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Ready to hire a financial advisor? Get competitive proposals from Jeffrey Griggs and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.