Jason O'donnell is a registered investment advisor at Alden Investment Group, based in Doylestow, PA, with 20 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, Retirement Planning. Their firm serves 978 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alden Investment Advisors' fees for asset management services are negotiable, up to a maximum of 2.00% annually. Fees are charged quarterly in arrears based on the portfolio value on the last business day of the quarter. The firm aggregates all managed accounts to determine the quarterly fee. Each Investment Advisory Representative determines their own fees, so clients may find lower fees with other representatives. A 0.05% annual reporting fee is billed monthly for clients using the Alden COVE platform.
Location
Doylestow, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jason is involved with Burpee Gardening since May 2024. This non-investment related activity takes nearly full-time.
Employment History
Current Registrations
Alden Investment Group
Alden Capital
J. Alden Associates, INC.
J. Alden Associates, INC.Broker
Previous Registrations
Bluestone Capital Management, LLC
Mcg Securities LLCBroker
Cv Brokerage, INCBroker
1914 Advisors
Boenning & Scattergood, INC.Broker
Ryan Beck & CO.Broker
M&t Securities, INC.Broker
Keystone Brokerage, LLCBroker
State Registrations1 state
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