James Edward Mcdowell
Investment adviser representative at Stancorp Investment Advisers, Inc.
11 yearsExperience
1 stateRegistered in
$34.5BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Stancorp Investment Advisers, Inc.May 2024 to now
- The StandardFeb 2023 to now
- Charles Schwab & Co., IncJan 2019 to Feb 2023
- Dimensional Fund AdvisorsJun 2015 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Stancorp Investment Advisers, Inc.
$34.5BAssets managed
96,128Clients
76Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5071118
- Firm CRD
- 110228