-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
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,...
Joe Guerra (CRD# 3047042) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Keizer, OR and has over 23 years of experience in the finance industry.
Barbara Hacke Resch (CRD# 3116277) is an Investment Advisor Representative working at Wells Fargo Advisors in Salem, OR and has over 25 years of experience in the finance industry.
Daniel Hailey (CRD# 6905988) is an Investment Advisor Representative working at Edward Jones in Silverton, OR and has over 5 years of experience in the finance industry.
Kim Hall (CRD# 7012215) is an Investment Advisor Representative working at Clarity Wealth Development, LLC in Corvallis, OR and has over 5 years of experience in the finance industry.
Sheri Hall (CRD# 4824855) is an Investment Advisor Representative working at Edward Jones in Albany, OR and has over 10 years of experience in the finance industry.
Laurence Hanslits (CRD# 1342285) is an Investment Advisor Representative working at The H Group, Inc. in Salem, OR and has over 39 years of experience in the finance industry. Laurence Hanslits has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ryan Hanson (CRD# 6142734) is an Investment Advisor Representative working at Edward Jones in Albany, OR and has over 10 years of experience in the finance industry.
Jason Harris (CRD# 6259709) is an Investment Advisor Representative working at Lpl Financial LLC in Salem, OR and has over 10 years of experience in the finance industry.
Kimberly Harris (CRD# 4259725) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Salem, OR and has over 23 years of experience in the finance industry.