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Jason Travis Richmond

Stancorp Investment Advisers, Inc.

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About Jason Travis Richmond

Jason Richmond is a registered representative of Stancorp Investment Advisers, Inc. and has been in the financial services industry since January 20, 2007. Jason has a broad range of experience, having previously been employed by Stancorp Equities, Inc., and Janus Distributors LLC. Jason is dedicated to providing investment advice and services to a diverse range of clients, including individuals, corporations, and charitable organizations. Jason is also a registered investment advisor representative in Oregon.

Firm Information

Jason Richmond 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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Jason Richmond’s Registration & Firm History

OR

11/26/2009 - Present

Stancorp Investment Advisers, Inc. (PORTLAND OR)

OR

02/03/2006 - 08/25/2006

STANCORP EQUITIES, INC. (PORTLAND OR)

CO

11/19/2001 - 03/03/2004

JANUS DISTRIBUTORS LLC (DENVER CO)

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Licenses & Designations

BC

Issued 06/17/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/24/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/17/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Travis Richmond.
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