Jason Carrier
Jason Carrier is a registered investment advisor at Sound Income Strategies, LLC, based in Old Saybrook, CT, with 10 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, Investment Management, Retirement Planning. Their firm serves 24,757 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sound Income Strategies (SIS) manages investment portfolios for a fee based on the value of your portfolio. The annual fee can be up to 1.75% of the value of your portfolio. For a limited group of clients with special needs, the fee can be up to 2.0%. The fee is usually billed monthly, but can be negotiated to be billed quarterly. If SIS uses a third-party investment manager for part of your portfolio, you won't pay any extra fees.
Location
1921 Boston Post Rd, Suite 8, Old Saybrook, CT, 06498
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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 independent insurance agent with Scranton Financial Group, selling fixed annuities and fixed insurance products, and also provides tax preparation services, dedicating about a quarter of his time. He also markets for fixed insurance and investment advisory services through The Retirement Income Source DBA and Scranton Financial Group, LLC DBA Retirement Income Source SFG, dedicating about a quarter of his time to the former and minimal time to the latter.
Employment History
Current Registrations
Sound Income Strategies, LLC
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.