Jason Hasson
Jason Hasson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Freeport, FL, with 19 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 Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B 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 | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
Freeport, FL
Get directionsHistory
Regulatory History (2)
Criminal
January 1997Criminal
July 1993Other Business ActivitiesSells Insurance
Jason is the President and an independent insurance agent for various independent insurance companies through Hasson Financial Inc, dedicating a few hours per week. He is also an advisory representative of a RIA, CIRA, taking about 10-20% of his time, and the treasurer for Hammock Oak Estates HOA, spending minimal time. Jason is also an IAR for Hasson Financial, Inc., working nearly full-time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Signator Investors, INC.Broker
Symetra Investment Services, INC.Broker
Signator Investors, INC.Broker
State Registrations23 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
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