Jason Bugg is a registered investment advisor at Santander Securities, based in Boston, MA, with 23 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 10,401 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Santander Securities LLC offers wrap fee advisory programs where you pay a single fee that covers investment management and other services. The annual fee is a percentage of your portfolio's value, calculated at the end of each quarter. The percentage varies depending on the program you choose and the amount you invest. The fee includes the cost of the firm's services and fees associated with the platform they use. Investment manager fees range from 0.15% to 1.00% and are in addition to the program fee. Fees may be negotiable.
Location
75 State Street, Mail Code: MA-SST-INV3, Boston, MA, 02109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason owns numerous rental properties since 2008 and is the sole owner of Atlas Intelligence, LLC, established in 2023 for adverse media monitoring and investigative research. These activities take a few hours per week and about 10-20% of his time, respectively.
Employment History
Current Registrations
Santander Securities
Santander Securities LLC
Santander Securities LLCBroker
Previous Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
National Financial Services LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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.