Jason Maxey
Jason Maxey is a registered investment advisor at Stancorp Investment Advisers, INC., based in Portland, OR, with 23 years of industry experience. Jason 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1100 SW Sixth Avenue, Portland, OR, 97204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is associated with Standard Retirement Services and StanCorp Investment Advisers, subsidiaries of Standard Financial Group. He dedicates his full-time work hours to providing information about retirement plan-related products and services offered by The Standard to third-party retirement plan service providers.
Employment History
Current Registrations
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.
Stancorp Equities, INC.Broker
Previous Registrations
Stancorp Investment Advisers, INC.
Stancorp Investment Advisers, INC.
Invesmart Securities, LLCBroker
Invesmart Advisors INC
Charles Schwab & CO., INC.Broker
State Registrations1 state
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