JM
JM

Jason Muscari

25 Years of Experience
Holmdel, NJ
1 DisclosureBroker

Jason Muscari is a registered investment advisor at Empire Financial Management Company, LLC, based in Holmdel, NJ, with 25 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 High Net Worth, Investment Management. Their firm serves 983 clients with $710M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
983 clients
Average Client Portfolio
$718K average
Assets Under Management
$706.0M

Fee Structure

Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees are individually negotiated and range between approximately 0.5% and 1.75% based on a sliding scale of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

101 Crawfords Corner Road, Suite 3128, Holmdel, NJ, 07733-2151

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History

Regulatory History (1)
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Customer Dispute
December 2010
Denied
Other Business Activities

Jason is the CEO and President of JAM Planning & Consulting, which he uses as an entity for business expenses. He dedicates full-time hours to this activity.

Employment History
Current Registrations
Empire Financial Management Company, LLC
March 2021 - Present · 5 yrs 7 mos
Empire Asset Management CompanyBroker
July 2010 - Present · 16 yrs 3 mos
Previous Registrations
Chicago Investment Group, LLCBroker
October 2008 - July 2010 · 1 yr 9 mos
National Securities CorporationBroker
November 2006 - October 2008 · 1 yr 11 mos
Sky Capital LLCBroker
August 2002 - November 2006 · 4 yrs 3 mos
The Thornwater Company, L.P.Broker
July 2001 - August 2002 · 1 yr 1 mo
State Registrations40 states
ALARAZCACOCTDCDEFLGAHIIAILINKSLAMAMDMIMNMONCNDNHNJNVNYOHOKORPAPRRISCTXUTVAWAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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