Jason Nazelrod
Jason Nazelrod is a CFP-designated registered investment advisor at Nazelrod & Associates Financial Services, INC., based in Towson, MD, with 29 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 53 clients with $93M 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 $200K | 2.00% |
| $200K - $500K | 1.60% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.35% |
Fees are negotiable. When an investment advisor representative of Nazelrod & Associates Financial Services, Inc. acts as a registered representative of a broker dealer and earns a commission for the sale of a security to the client, Nazelrod & Associates Financial Services, Inc. will reduce its investment advisory fee by the amount of the commission received in the prior quarter by the affiliated registered representative.
Fee Estimator
Location
600 Fairmount Ave., Suite 300, Towson, MD, 21286
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Regulatory 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 is affiliated with Nazelrod & Associates Financial Services, Inc. as a registered investment advisor. He also engages in fixed insurance sales and accounting/tax services through Nazelrod & Associates Tax & Consulting.
Employment History
Current Registrations
Nazelrod & Associates Financial Services, INC.
Lasalle St Securities, L.L.C.Broker
Previous Registrations
1st Global Capital CORP.Broker
State Registrations12 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.