Jason Groth
Jason Groth is a registered investment advisor at Equity Advisors, LLC, based in San Diego, CA, with 27 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Tax Planning. Their firm serves 95 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equity Advisors offers investment management services where fees are a percentage of the value of your account. The exact percentage is negotiated with each client. Equity Advisors also uses third-party money managers, and the total fee you pay will be a combination of Equity Advisors' fee and the third-party manager's fee, not exceeding 2% in total. AE Wealth Management platform is also used, with fees detailed in their disclosure brochure. You can terminate your account at any time and receive a refund of any unearned fees.
Location
San Diego, CA
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2012Regulatory
March 2010Other Business ActivitiesSells Insurance
Jason sells life insurance products through Safe Harbor Insurance and provides tax preparation services through Safe Harbor Tax. The filing does not specify the amount of time Jason dedicates to these activities.
Employment History
Current Registrations
Equity Advisors, LLC
Previous Registrations
Kinetic Investment Management, INC.
Creativeone Wealth, LLC
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Wealth Advisors, INC.
Qa3 Financial CORP.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Sunamerica Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.