JS
CFA
JS
CFA

Jeffrey Lamar Schmidt

20 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
1,743 clients
Average Client Portfolio
$616K average
Assets Under Management
$1.1B

Fee Structure

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Location

4380 S Macadam Avenue, Suite 350, Portland, OR, 97239

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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
Vision Capital Management INC
March 2011 - Present · 14 yrs 11 mos
Previous Registrations
Rigel Capital LLC
February 2005 - June 2010 · 5 yrs 4 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.