Jeffrey Griggs, financial advisor Lake Oswego OR
101 score

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.

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Professional Designations
Company Name Location Dates Years
Spectrum Strategic Capital Management, LLC Corvallis, OR Sep 2011 - Current 6
Unemployed Lake Oswego, OR Jun 2011 - Sep 2011 < 1
Oregon State University Corvallis, OR Sep 2007 - Jun 2011 3
Unemployed Lake Oswego, OR Jun 2007 - Sep 2007 < 1
Student Lake Oswego, OR Jan 2003 - Jun 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Jeffrey K. Griggs
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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