Jason Hasson
Jason Hasson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Freeport, FL, with 18 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
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.