Jason Alward is a registered investment advisor at Hbks Wealth Advisors, based in Erie, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 7,824 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HBKS Wealth Advisors charges a fee based on a percentage of the assets they manage. The fee is calculated and paid quarterly, typically in advance, based on the market value of the assets. Fees may be negotiable in limited circumstances. Clients may also pay fees to sub-advisors, overlay managers, or third-party service providers.
Location
2725 Colonial Ave, Erie, PA, 16506
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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.
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Jason is an investment advisor representative with HBK Sorce Advisory LLC since 2005 and provides asset management services to UP Strategic Wealth Investments Advisors LLC/Steel Tower Investments, dedicating a few hours per week. He also provides back office services to Pinion Wealth Management.
Employment History
Current Registrations
Hbks Wealth Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Securities America, INC.Broker
Cap Pro Brokerage Services, INC.Broker
State Registrations1 state
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