Jason Vanderstreet
Jason Vanderstreet is a registered investment advisor at Atlantic Planning Group, LLC, based in Waltham, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 11 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning engagements range from $1,000 to $20,000, depending on the complexity of the plan or project and the services provided.
- Hourly consulting is available at $500 per hour.
Location
201 Jones Road, 5th Floor, Waltham, MA, 02451
Get directionsHistory
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 IAR of a registered investment advisor through Atlantic Planning Group LLC, spending about 10-20% of his time preparing financial plans and providing investment advice. He also operates under the DBA Atlantic Planning Group LLC to sell New York Life products and broker non-registered insurance products.
Employment History
Current Registrations
Atlantic Planning Group, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
New England Securities Corporation
New England SecuritiesBroker
State Registrations17 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.