Jason Wong is a registered investment advisor at Amerivet Securities, INC., based in New York, NY, with 15 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.38% |
| $1.5M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable at account inception. Accounts under $100,000 incur a one-time setup fee of $375.
Fee Estimator
Location
1155 Avenue of the Americas, 14th Floor, New York, NY, 10036
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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 →Employment History
Current Registrations
Amerivet Securities, INC.
Amerivet Securities, INC.Broker
Previous Registrations
Tribal Capital Markets, LLCBroker
Drexel Hamilton, LLCBroker
Northeast Securities, INC.Broker
State Registrations14 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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