JS
CFA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
This document does not contain any fee information. It is a brochure supplement providing information about the firm's executive management.
Areas of Practice
Investment Management
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Advisor Information
Office location
50 High Street, 4th Floor, North Andover, MA, 01845
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Jason is involved with Fortress Real Estate Investments, LLC, which invests in rental properties, requiring minimal time. He is also the Treasurer and a member of the finance committee for the Hinsdale Paddle Club, spending a few hours per week on financial matters.
Employment History
Current Registrations
Northern Capital Securities Corporation
August 2017 - Present · 8 yrs 5 mos
Northern Capital Securities Corporation
February 2017 - Present · 8 yrs 11 mos
Northern Capital Securities Corporation Broker
February 2017 - Present · 8 yrs 11 mos
Previous Registrations
Performance Trust Capital Partners, LLCBroker
February 2012 - February 2017 · 5 yrs
BMO Capital Markets Gkst INC.Broker
June 2004 - March 2012 · 7 yrs 9 mos
State Registrations16 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.