JO
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
25 advisors
Number of Clients
1,330,770 clients
Average Client Portfolio
$624K average
Assets Under Management
$829.7B
Fee Structure
Financial Planning:Investment management only
You'll pay an annual fee based on your portfolio size. Contact us at 877.444.0916 if you have any questions.
Areas of Practice
Investment Management
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Advisor Information
Office location
101 Hudson Street, Jersey City, NJ, 07302
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 the sole owner of Rental Property 1 in Jersey City since February 2023. He dedicates minimal time to this activity.
Employment History
Current Registrations
Managed Account Advisors LLC
October 2009 - Present · 16 yrs 3 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.