Jason Stuck is a CFA-designated registered investment advisor at Northern Capital Securities Corporation, based in North Andover, MA, with 21 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.40% |
Fees and services may be negotiated and may vary based on client type, service levels, portfolio complexity, number of accounts, account size, or other special circumstances.
Fee Estimator
Location
50 High Street, 4th Floor, North Andover, MA, 01845
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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 Activities
Jason is involved with Fortress Real Estate Investments, LLC, which invests in rental properties, requiring minimal time. He is also the Treasurer and a member of the finance committee for the Hinsdale Paddle Club, spending a few hours per week on financial matters.
Employment History
Current Registrations
Northern Capital Securities Corporation
Northern Capital Securities Corporation
Northern Capital Securities CorporationBroker
Previous Registrations
Performance Trust Capital Partners, LLCBroker
BMO Capital Markets Gkst INC.Broker
State Registrations16 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.