Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
25 advisors
Number of Clients
1,330,770 clients
Average Client Portfolio
$624K average
Assets Under Management
$829.7B

Fee Structure

Minimum Investment:$1K
Financial Planning:Investment management only
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Location

101 Hudson Street, Jersey City, NJ, 07302

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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.

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Other Business Activities

Jason is the sole owner of Rental Property 1 in Jersey City since February 2023. He dedicates minimal time to this activity.

Employment History
Current Registrations
Managed Account Advisors LLC
October 2009 - Present · 16 yrs 4 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.