Jason Bottenfield is a CFP-designated registered investment advisor, based in Dallas, TX, with 21 years of industry experience.
Location
Dallas, TX
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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 owner of Park Cities Group and Park Cities Group LLC, the latter for potential sports education activities. He also installs insurance products through Steward Partners Global Advisory and is involved with Steward Partners Investment Advisory LLC, as well as owning a race car team and serving as president of a condo association. Jason dedicates a few hours per week to most of these activities.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations27 states
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