Jason Sayles
Jason Sayles is a registered investment advisor at Capital Markets Iq, LLC, based in St. Petersburg, FL, 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 884 clients with $570M 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 | 2.80% |
Fees are typically 0% to 2.80% of assets under management and are fully negotiable. Certain clients negotiate tiered progressive fee schedules.
Fee Estimator
Location
5308 Central Avenue, St. Petersburg, FL, 33707
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Regulatory History (1)
Regulatory
January 2016Other Business Activities
Jason is a partner at Catapult Creative, a corporate training and consulting firm, and spends about half his time as Operations Manager. Jason is also the President and owner of Apex Wealth Consultants Inc., providing business, administrative, and consulting services, also taking about half of his time.
Employment History
Current Registrations
Capital Markets Iq, LLC
Previous Registrations
Hajek Advisory Consultants, LLC
NFP Securities, INC.Broker
Cetera Financial Specialists LLCBroker
Ffp Securities, INC.Broker
State Registrations6 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
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