Jason Dyken
Jason Dyken is a registered investment advisor at Dyken Wealth Strategies, INC., based in Gulf Shores, AL, with 25 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 53 clients with $58M 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 $1000K | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Gulf Shores, AL
Get directionsHistory
Regulatory History (1)
Financial
January 2021Other Business ActivitiesSells Insurance
Jason is a sole proprietor consultant, a general partner for estate planning, a city councilman, an insurance agent, a real estate manager, and a direct owner consultant. He also serves as President/CEO of Dyken Insurance Strategies, LLC, dedicating about a quarter of his time to insurance activities during trading hours and a few hours per week outside trading hours.
Employment History
Current Registrations
Dyken Wealth Strategies, INC.
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Greenbook Investment Management, INC.
Xelan Financial Planning, INC.
Xelan Financial Planning, INC.
Xelan Investment Services, INC.
State Registrations3 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.