Jason Fitz
Jason Fitz is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in New York, NY, with 18 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
575 Lexington Avenue, Suite 17-127, New York, NY, 10022
Get directionsHistory
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 sells fixed insurance, dedicating minimal time to this activity. He also co-owns rental property and provides financial analysis as an expert witness.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Goldman, Sachs & CO.Broker
State Registrations17 states
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
More Advisors
- Nicole Francis, CFPCommonwealth Financial Network
- David Schneider, CFPCommonwealth Financial Network
- Socrates Leotsakos, CFPCommonwealth Financial Network
- Richard DavidmanCommonwealth Financial Network
- Eli Baer, CFPCommonwealth Financial Network
- Robert HoldenCommonwealth Financial Network