Jeffrey Lamar Schmidt
Investment Adviser Representative at Vision Capital Management Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey Lamar Schmidt is an investment adviser representative with Vision Capital Management Inc in Portland, OR, where they have been registered since 2011. They have worked in the securities industry since 2005 and were previously registered with Rigel Capital LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Oregon.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oregon
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Vision Capital Management, Inc.Dec 2010 – no end date reportedPortland, OR
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Vision Capital Management Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $500,000 (waivable)
- Equity/Balanced - First $1M1.00%
- Equity/Balanced - Next $4M0.75%
- Equity/Balanced - Next $5M0.60%
- Equity/Balanced - Over $10M0.50%
+10 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Portland, OR
- SEC file number:
- 801-56669
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 26, 2026
View full firm profileOther advisors at Vision Capital Management Inc
8 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Lamar Schmidt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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