John OkeefeCRD Number: 1133455
Current Firm: Stancorp Investment Advisers, Inc.
John Okeefe (CRD# 1133455) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Portland, OR and has over 16 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Standard Retirement Services||Portland, OR||Jan 2010 - Current||7|
|Stancorp Equities, Inc.||Portland, OR||Apr 2008 - Current||8|
|Stancorp Investment Advisers, Inc.||Portland, OR||Apr 2008 - Current||8|
|Hpnorthwest||Portland, OR||Jan 2008 - Mar 2008||< 1|
|Northwest Capital Management, Inc.||Tigard, OR||Nov 2007 - Mar 2008||< 1|
|The Heintzberger Company||Tigard, OR||Oct 2002 - Dec 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2001|
|S65||NASAA Investment Advisors Law Examination||Jun 2007|
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