Jason Watson
Jason Watson is a registered investment advisor at Garden State Investment Advisory Services, LLC, based in Red Bank, NJ, with 22 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,531 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable and billed monthly in arrears based on the market value of the account on the last business day of the preceding month.
Fee Estimator
Location
328 Newman Springs Road, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (5)
Customer Dispute
March 2019Customer Dispute
August 2016Customer Dispute
August 2013Customer Dispute
June 2013Employment Separation After Allegations
March 2013Other Business ActivitiesSells Insurance
Jason is an Investment Advisor Representative (IAR) and financial advisor at McAdam LLC, dedicating about a quarter of his time. He also engages in insurance sales, including fixed annuities, through McAdam Institutional Brokerage on an as-needed basis.
Employment History
Current Registrations
Garden State Investment Advisory Services, LLC
Garden State Securities, INC.Broker
Previous Registrations
Madison Avenue Securities, LLCBroker
Mcadam LLC
Purshe Kaplan Sterling InvestmentsBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations8 states
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
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