Jason Hochstadt
Jason Hochstadt is a CFP-designated registered investment advisor at Jedi Management, INC., based in Englewood Cliffs, NJ, with 22 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. Their firm serves 23 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jedi Management provides investment management services for qualified plans (participant and employer/trustee directed) and non-qualified plans. The annual investment advisory fee is a percentage of the portfolio's market value. The specific fee and minimum annual fee vary depending on the service. For employer-sponsored qualified plans, the fee schedule is typically 0.05% higher if Jedi Management is serving as an ERISA Section 3(38) Investment Manager.
Location
560 Sylvan Avenue, Suite 2175, Englewood Cliffs, NJ, 07632
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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 the Chief Executive Officer of Lifeco Associates, Inc., an insurance agency, since 2000. He dedicates a few hours per week to this role, marketing life, disability income, and long-term care insurance.
Employment History
Current Registrations
Jedi Management, INC.
State Registrations2 states
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