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JG

Jeffrey K. Griggs

VISTA CAPITAL PARTNERS
Portland, OR 97225
Some features on this profile are disabled
CRD#: 6166397
JG

Professional summary

Jeffrey Kenneth Griggs is a registered financial advisor currently at VISTA CAPITAL PARTNERS, INC. located in Portland, Oregon.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jeffrey has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Kenneth Griggs's CRS (Customer Relationship Summary).
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

May 8, 2025 - Present

VISTA CAPITAL PARTNERS, INC.

Office #1: 9755 Sw Barnes Road Suite 595, Portland, OR 97225
RIA
CRD#: 114913
Portland, OR
Past

March 12, 2013 - May 7, 2025

SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC

RIA
CRD#: 138347
LAKE OSWEGO, OR

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".
VC
VISTA CAPITAL PARTNERS, INC.
VISTA CAPITAL PARTNERS, INC.

CRD#: 114913 / SEC#: 801-60536

RIA
Registered Investment Advisory firm - (8/31/2001 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.

Highlighted states indicate IAR registrations

IAR
Oregon
(5/8/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/13/2011
Uniform Investment Adviser Law Examination

Current Firm

VC
VISTA CAPITAL PARTNERS, INC.
VISTA CAPITAL PARTNERS, INC.

CRD#: 114913 / SEC#: 801-60536

RIA
Registered Investment Advisory firm - (8/31/2001 Approved)
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Contact information

Main Address
9755 Sw Barnes Road Suite 595, Portland, OR 97225
Mailing Address
Phone number
(503) 772-9500
Established
Firm type
Fiscal year end
# of Employees
35

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VISTA CAPITAL PARTNERS ADV BROCHURE (4/28/2025)

Regulatory assets under management

Total Number of Accounts3,126
AUM (Assets Under Management)$ 2,718,788,300

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.

Company Information

VISTA CAPITAL PARTNERS, INC.

CRD#: 114913Portland, OR 97225

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