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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean-paul? Claim Your ProfileJean-Paul Cain is a financial advisor with Stancorp Investment Advisers, Inc. Jean-Paul has been in the industry since 2009 and has experience working with Ameriprise Financial Services, Inc., Charles Schwab & Co., Inc., and OneAmerica Securities, Inc. Jean-Paul specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
As noted in schedule d misc,affiliate by intercompany agreement
1
2
OR
01/31/2023 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
MN
09/09/2022 - 12/31/2022
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
05/16/2022 - 08/25/2022
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
10/28/2014 - 08/26/2015
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
IN
10/25/2013 - 10/01/2014
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
10/20/2010 - 09/03/2013
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
MO
07/30/2007 - 11/30/2007
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
12/19/2001 - 08/01/2005
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MO
10/01/2000 - 11/27/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
12/18/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 09/15/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/11/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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