JB
JB

Jason Brienen

31 Years of Experience
Tallahassee, FL
3 Disclosures

Jason Brienen is a registered investment advisor at Chiron Capital Management, LLC, based in Tallahassee, FL, with 31 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 424 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
424 clients
Average Client Portfolio
$599K average
Assets Under Management
$253.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Management fee generally varies between 0.50% and 1.50%, depending on the size and composition of a client’s portfolio and the type of services rendered. The Firm may negotiate a fee rate that differs from the range for certain client holdings.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

261 Pinewood Drive, Tallahassee, FL, 32303

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2018
Settled
Employment Separation After Allegations
July 2018
Customer Dispute
April 2002
Settled
Other Business Activities

Jason owns rental real estate in Tallahassee, Florida, since 2013, dedicating minimal time. He also serves as a volunteer board member for the Tallahassee Quarterback Club Foundation, a non-profit, dedicating minimal time.

Employment History
Current Registrations
Chiron Capital Management, LLC
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Tru Independence Asset Management, LLC
December 2018 - August 2020 · 1 yr 8 mos
Raymond James Financial Services Advisors, INC
March 2009 - July 2018 · 9 yrs 4 mos
Raymond James Financial Services
June 1994 - October 2009 · 15 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 1994 - July 2018 · 24 yrs 1 mo
State Registrations7 states
FLGANCNVPATXVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.