Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers both wrap-fee and non-wrap fee programs. In a wrap fee program, clients pay a single, bundled fee that covers investment advisory services and the execution of transactions. In a non-wrap fee program, the advisory fee does not include trade execution costs or other service charges, and these costs are incurred separately by the client. Variable annuities are excluded from wrap fee program billing.
Areas of Practice
Advisor Information
Office location
213 Draperton Drive, Suite A, Ridgeland, MS, 39157
Get directionsRegulatory History
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 ActivitiesSells Insurance
Jason owns Ahava Enterprises (farming, construction, and management consulting) and Bosie Road Farms (tree farming), dedicating a few hours per week to each. He also owns Navitas Wealth Advisors, where he works about two-thirds of his time in estate planning, business succession planning, and life insurance sales.