JH
JH

Jason Hand

20 Years of Experience
Farmington, CT
Sells Insurance

Jason Hand is a registered investment advisor at Redhawk Wealth Advisors, INC., based in Farmington, CT, with 20 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 3,283 clients with $1.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
3,283 clients
Average Client Portfolio
$560K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$1K

Redhawk Wealth Advisors charges a fee based on a percentage of the assets they manage for you. This fee covers investment advice, trade entry, and account maintenance. The exact fee is detailed in your Investment Management Agreement and can vary based on the size and complexity of your portfolio. Starter accounts (less than $5,000) are charged a flat $50 annual fee. A technology fee is also applied: $5/month for accounts over $10,000 and $2.50/month for accounts under $10,000.

Loading...

Location

20 Waterside Drive, Suite 201, Farmington, CT, 06032

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jason works as an insurance advisor at Retirement Visions LLC, selling insurance policies. This activity takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
May 2023 - Present · 3 yrs
Previous Registrations
Securities America Advisors, INC.
September 2020 - May 2023 · 2 yrs 8 mos
Securities America, INC.Broker
September 2020 - May 2023 · 2 yrs 8 mos
Ssn Advisory, INC.
March 2013 - September 2020 · 7 yrs 6 mos
Securities Service Network, LLCBroker
March 2013 - September 2020 · 7 yrs 6 mos
Metlife Securities INC.
February 2008 - December 2012 · 4 yrs 10 mos
Metlife Securities INC.Broker
December 2005 - December 2012 · 7 yrs
Metropolitan Life Insurance CompanyBroker
December 2005 - July 2007 · 1 yr 7 mos
State Registrations2 states
CTTX
Advisor

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 Hand - Financial Advisor | TrueAdvisor