JR
CFA
JR
CFA

Jeffrey Rueber

27 Years of Experience
Portland, OR
Broker

Jeffrey Rueber is a CFA-designated registered investment advisor at Stancorp Investment Advisers, INC., based in Portland, OR, with 27 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 103,728 clients with $34B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
Number of Clients
103,728 clients
Average Client Portfolio
$324K average
Assets Under Management
$33.6B

Fee Structure

Investment management only (planning not offered)

StanCorp Investment Advisers provides investment advice to retirement plans and their participants. They offer various asset allocation models, including Target Risk, Guided Portfolios, and Target Age Portfolios. They also offer Mainspring Managed, a discretionary asset allocation program. No portfolio management fees are charged for the firm's investment models. Fees for investment advisory services will not exceed 0.06% of the value of the plan assets. Participants in Mainspring Managed may be subject to a monthly fee schedule.

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Location

1100 SW Sixth Avenue, Portland, OR, 97204

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Stancorp Investment Advisers, INC.
February 2023 - Present · 3 yrs 3 mos
Stancorp Equities, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Stancorp Equities, INC.
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Securian Financial Services, INC.Broker
April 2005 - December 2022 · 17 yrs 8 mos
American Enterprise Investment Services INC.Broker
October 1998 - April 2005 · 6 yrs 6 mos
State Registrations1 state
MN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.