Jason J. Maxey

STANCORP INVESTMENT ADVISERS

PORTLAND, OR 97204

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CRD#: 4281332

Professional summary

Jason Jakobi Maxey is a registered financial advisor currently at STANCORP INVESTMENT ADVISERS, INC. located in Portland, Oregon and STANCORP EQUITIES, INC. located in Portland, Oregon.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jason has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

In addition to being a registered representative ("RR") of StanCorp Equities, Inc. ("SEI"), RR is associated with Standard Retirement Services ("SRS") and an investment adviser representative of StanCorp Investment Advisers, Inc. ("SIA"). SRS is a retirement plan service provider that offers recordkeeping and plan administration services and SIA offers investment advice to retirement plan sponsors and plan participants. SEI, SRS, and SIA are subsidiaries of Standard Financial Group ("The Standard") and are located at 1100 SW 6th Avenue, Portland, OR. RR devotes 100% of their time during normal business hours to provide information about the retirement plan-related products and services offered by The Standard to unaffiliated third party retirement plan service providers, including broker/dealers and investment advisers, to enable them to sell to and support the needs of their customers.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Jakobi Maxey's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 29, 2025 - Present

STANCORP INVESTMENT ADVISERS, INC.

Office #1: 1100 Sw Sixth Avenue, Portland, OR 97204

RIA

CRD#: 110228

PORTLAND, OR

Current

January 1, 2007 - Present

STANCORP EQUITIES, INC.

Office #1: 1100 Sw 6th Avenue, Portland, OR 97204

CRD#: 19517

Portland, OR

Past

February 23, 2011 - December 31, 2024

STANCORP INVESTMENT ADVISERS, INC.

RIA

CRD#: 110228

AUSTIN, TX

Past

January 1, 2007 - October 26, 2009

STANCORP INVESTMENT ADVISERS, INC.

RIA

CRD#: 110228

AUSTIN, TX

Past

July 7, 2004 - January 1, 2007

INVESMART SECURITIES, LLC

CRD#: 104168

AUSTIN, TX

Past

May 11, 2004 - January 1, 2007

INVESMART ADVISORS INC

RIA

CRD#: 108731

AUSTIN, TX

Past

December 7, 2000 - October 29, 2002

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STANCORP INVESTMENT ADVISERS, INC.

STANCORP INVESTMENT ADVISERS, INC. | THE STANDARD

CRD#: 110228 / SEC#: 801-57811

RIA

Registered Investment Advisory firm - (7/31/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(7/13/2022)

IAR

Florida
(4/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/10/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/21/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/6/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 7/17/2018

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

STANCORP INVESTMENT ADVISERS, INC.

STANCORP INVESTMENT ADVISERS, INC. | THE STANDARD

CRD#: 110228 / SEC#: 801-57811

RIA

Registered Investment Advisory firm - (7/31/2000 Approved)

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Contact information

Main Address

1100 Sw Sixth Avenue, Portland, OR 97204

Mailing Address

900 Sw Fifth Avenue C22, Portland, OR 97204

Phone number

(800) 858-5420

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

SIA FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	103,728
AUM (Assets Under Management)	$ 33,592,166,292

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/29/2025	Cover Page	Report
03/28/2024	Cover Page	Report
01/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jason J. Maxey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Jakobi Maxey's CRS (Customer Relationship Summary).

Certified licenses

Experience

STANCORP EQUITIES, INC.

STANCORP INVESTMENT ADVISERS, INC.

STANCORP INVESTMENT ADVISERS, INC.

INVESMART SECURITIES, LLC

INVESMART ADVISORS INC

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

STANCORP INVESTMENT ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/10/2004

Series 63

Date: 12/21/2000

SIE

Date: 10/1/2018

Series 7

Date: 12/6/2000

Series 26

Date: 7/17/2018

FINRA

Current Firm

STANCORP INVESTMENT ADVISERS, INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STANCORP INVESTMENT ADVISERS, INC.

TRUST BUT VERIFY

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