JO

Jason Daniel O'donnell

20 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
41 advisors
Number of Clients
978 clients
Average Client Portfolio
$326K average
Assets Under Management
$319.2M

Fee Structure

Minimum Investment:$25K

Fees for asset management services are negotiable, with a maximum annual fee of 2.00%. Advisory fees are charged quarterly in arrears based on the portfolio's value. Clients may pay fees directly from their account or by check. A 0.05% annual reporting fee is billed monthly for clients using the Alden COVE platform. The firm generally requires a minimum account size of $25,000, but this may be waived under certain circumstances. Alden offers access to financial planning for a fee, billed as a one-time fee or a monthly retainer.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

37 West Ave, Suite 301, Wayne, PA, 19087

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Regulatory 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.

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Other Business Activities

Jason is involved with Burpee Gardening since May 2024. This non-investment related activity takes nearly full-time.

Employment History
Current Registrations
Alden Investment Group
April 2022 - Present · 3 yrs 9 mos
Alden Capital
January 2020 - Present · 6 yrs
J. Alden Associates, INC.
January 2019 - Present · 7 yrs
J. Alden Associates, INC.Broker
January 2019 - Present · 7 yrs
Previous Registrations
Bluestone Capital Management, LLC
December 2014 - May 2022 · 7 yrs 5 mos
Mcg Securities LLCBroker
October 2012 - December 2018 · 6 yrs 2 mos
Cv Brokerage, INCBroker
March 2012 - November 2012 · 8 mos
1914 Advisors
June 2008 - March 2012 · 3 yrs 9 mos
Boenning & Scattergood, INC.Broker
January 2008 - March 2012 · 4 yrs 2 mos
Ryan Beck & CO.Broker
November 2003 - June 2005 · 1 yr 7 mos
M&t Securities, INC.Broker
October 2000 - December 2001 · 1 yr 2 mos
Keystone Brokerage, LLCBroker
September 2000 - October 2000 · 1 mo
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.