Jason Walsh is a registered investment advisor at Cresap, INC., based in Radnor, PA, with 28 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 Investment Management, Retirement Planning. Their firm serves 604 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are set by agreement between the client and advisor. Maximum rates are typically 1.5% for Asset Advisor, 1.2% for Custom Choice, and 2% for Private Investment Management.
Fee Estimator
Location
259 N. Radnor-Chester Rd. Ste. 140, Radnor, PA, 19087
Get directionsHistory
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 acts as an agent on some insurance policy sales that are not recorded on the broker/dealer's books. This activity is insurance-related.
Employment History
Current Registrations
Cresap, INC.
Cresap, INC.Broker
Previous Registrations
Rutherford, Brown & Catherwood, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations22 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
More Advisors
- Richard CobbCresap, INC.
- Kevin PaineCresap, INC.
- Christine Walker, CFPHaverford Financial Services, INC.
- Patricia Mcnamara, CFPWells Fargo Advisors
- Shane Sweigart, CFPMadison Avenue Securities, LLC
- Evan Allvord, CFPCharles Schwab & CO., INC.