JL
JL

Jason Laird

21 Years of Experience
Radnor, PA
Broker

Jason Laird is a registered investment advisor at Mondrian Investment Partners (U.S.), INC., based in Radnor, PA, with 21 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
9 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

201 King of Prussia Road, Suite 620, Radnor, PA, 19087

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jason works as a Business Development Officer in a sales role promoting Mondrian Investment Partners. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Mondrian Investment Partners (U.S.), INC.
November 2024 - Present · 1 yr 6 mos
Foreside Fund Services, LLCBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Quasar Distributors, LLCBroker
September 2022 - June 2024 · 1 yr 9 mos
Compass Distributors, LLCBroker
March 2022 - July 2022 · 4 mos
Quasar Distributors, LLCBroker
April 2017 - February 2022 · 4 yrs 10 mos
Blackrock Investment Management, LLC
August 2013 - July 2016 · 2 yrs 11 mos
Blackrock Investments, LLCBroker
August 2013 - July 2016 · 2 yrs 11 mos
Capital Analysts, INC
June 2012 - July 2013 · 1 yr 1 mo
Lincoln InvestmentBroker
June 2012 - July 2013 · 1 yr 1 mo
Lincoln Investment Planning, INC
June 2012 - July 2013 · 1 yr 1 mo
Capital Analysts Incorporated
October 2005 - June 2012 · 6 yrs 8 mos
Capital Analysts, IncorporatedBroker
February 2004 - June 2012 · 8 yrs 4 mos
American Express Financial Advisors, INC.
July 2003 - January 2004 · 6 mos
Ids Life Insurance CompanyBroker
February 2003 - January 2004 · 11 mos
American Express Financial Advisors INC.Broker
February 2003 - January 2004 · 11 mos
State Registrations51 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
Jason Laird - Financial Advisor | TrueAdvisor