John Okeefe, financial advisor Portland OR
93 score

John Okeefe

CRD 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 15 years of experience in the finance industry.

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Company Name Location Dates Years
Standard Retirement Services Portland, OR Jan 2010 - Current 6
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
Contact Info for John P. Okeefe
Phone Number: 971-321-8844
Firm Website: http://www.standard.com
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    15,404
    MILLIONS
  • Total Number of Accounts
    40,368
    ACCOUNTS
  • Average Account Value
    $381,589
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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