Jason Waters is a CFP-designated registered investment advisor at Cerity Partners LLC, based in Louisville, KY, with 17 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,810 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
Location
2201 High Wickham Place, Louisville, KY, 40245
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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 involved in several non-investment related activities, including DGB Tenn LLC, Sulphur Springs Farm, Elizabethtown Building Group, Baptist Health System Campaign Cabinet, H&H Solutions, 3JE Holdings, Elizabethtown Comm College Foundation Board, Courtside LLC, and Wire Enterprises. He dedicates minimal time to each of these ventures.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Argi Investment Services, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
State Registrations1 state
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.