Jason Hevey is a registered investment advisor, based in Andover, MA, with 25 years of industry experience.
Location
300 Brickstone Square, Suite 1006, Andover, MA, 01810
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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 ActivitiesSells Insurance
Jason is an advisor for Steward Partners Investment Advisory LLC and Steward Partners Global Advisory, spending minimal time on each. He is also the CEO of Marathon Wealth Management, dedicating about a quarter to half of his time to holistic wealth planning, including investment, insurance, estate, and legacy planning.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
State Registrations15 states
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