Jason Holowinski
Jason Holowinski is a registered investment advisor at Janney Montgomery Scott LLC, based in Syracuse, NY, with 32 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 2.00% |
| $10.0M - $25.0M | 2.00% |
| $25M+ | 2.00% |
Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.
Fee Estimator
Location
5784 Widewaters Parkway, Suite 2, Syracuse, NY, 13214
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2023Customer Dispute
March 2023Customer Dispute
February 2023Customer Dispute
February 2023Other Business Activities
Jason is a partner at Blue Skies Enterprises, where he invests money on a monthly basis. This activity requires minimal time.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
A. G. Edwards & Sons, INC.Broker
Painewebber IncorporatedBroker
First Investors CorporationBroker
State Registrations32 states
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
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