Jason RichmondCRD Number: 2967070
Current Firm: Stancorp Investment Advisers, Inc.
Jason Richmond (CRD# 2967070) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Portland, OR and has over 7 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Stancorp Equities, Inc.||Portland, OR||Jul 2013 - Current||4|
|Stancorp Investment Advisers, Inc.||Portland, OR||Sep 2007 - Current||9|
|Standard Insurance Company||Portland, OR||Jun 2004 - Sep 2007||3|
|Stancorp Equities, Inc.||Portland, OR||Feb 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2009|
|S63||Uniform Securities State Law Examination||Jun 2014|
Total Assets Under Management15,404MILLIONS
Total Number of Accounts40,368ACCOUNTS
Average Account Value$381,589
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV