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James Edward McDowell

Stancorp Investment Advisers, Inc.

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About James Edward McDowell

James Edward McDowell is a financial advisor at Stancorp Investment Advisers, Inc. James has been in the financial services industry since 2006. James has been registered with the state of Oregon as an Investment Advisor Representative since 2023. James is also registered with the state of Texas as a Registered Representative and Investment Advisor Representative since 2024. Stancorp Investment Advisers, Inc. has offices in Portland, Oregon and Austin, Texas. James specializes in providing financial advice to individuals, businesses and institutions.

Firm Information

James McDowell is currently registered with Stancorp Investment Advisers, Inc.. Stancorp Investment Advisers, Inc. is an investment advisor based in Portland, OR. With over 100 registered representatives, they manage over $34 billion in assets for a diverse range of clients, including individuals, pension plans, charitable organizations, and state and municipal government entities. They offer portfolio management services for businesses and individuals as well as pooled investment vehicles. They do not offer financial planning or market timing services.
Stancorp Investment Advisers, Inc.

1100 SW SIXTH AVENUE

PORTLAND, OR 97204

$34.39B

Assets Under Management

Not reported

Total Clients

75

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

As noted in schedule d misc,affiliate by intercompany agreement

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James McDowell’s Registration & Firm History

OR

05/10/2024 - Present

Stancorp Investment Advisers, Inc. (PORTLAND OR)

TX

11/04/2020 - 05/06/2021

CHARLES SCHWAB & CO., INC. (Austin TX)

TX

08/05/2016 - 01/30/2019

DFA SECURITIES LLC (AUSTIN TX)

TX

02/17/2006 - 05/17/2006

NELSONREID, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 12/14/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/08/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Edward McDowell.
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