Jason Nicholas Walsh

Cresap, INC.

27 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Cresap, INC.

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

585 clients

Average Client Portfolio

$580K average

Assets Under Management

$339.0M

Fee Structure

Financial Planning:Investment management only

Location

259 N. Radnor-Chester Rd. Ste. 140, Radnor, PA, 19087

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History

Regulatory History

Clean regulatory record

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.

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.

April 2020 - Present · 5 yrs 10 mos

Cresap, INC.Broker

February 2000 - Present · 26 yrs

Previous Registrations

Rutherford, Brown & Catherwood, INC.Broker

April 1999 - February 2000 · 10 mos

Vanguard Marketing CorporationBroker

December 1997 - March 1999 · 1 yr 3 mos

State Registrations22 states

AZCACOCTDCDEFLILMAMDMENCNJNMNVNYOHPARITXVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.