Jason Klinghoffer
Jason Klinghoffer is a CFA-designated registered investment advisor at Maxq Asset Management LLC, based in Newport Beach, CA, with 19 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MaxQ Asset Management charges a maximum of 0.50% annually for asset management services. The specific fee will be outlined in the advisory agreement. Fees are calculated monthly based on the average daily balance of the account. Fees are negotiable.
Location
4695 Macarthur Court 11th Floor, Newport Beach, CA, 92660
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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 Activities
Jason is a principal at MaxQ Analytics, LLC, developing an analytics platform for fixed-income clients, dedicating about 10-20% of his time. He is also a registered advisor at Rampart Asset Management LLC, providing investment advisory services and spending a few hours per week.
Employment History
Current Registrations
Maxq Asset Management LLC
Mischler Financial Group, INC.
Mischler Financial Group, INC.Broker
Previous Registrations
Rampart Asset Management LLC
Cantor Fitzgerald & CO.Broker
Stanford Group Company
Stanford Group CompanyBroker
State Registrations13 states
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