Jason Gregory
Jason Gregory is a registered investment advisor at Asset Management Strategies, INC., based in Lafayette, IN, with 18 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,038 clients with $210M 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable. Current client relationships may exist where the fees are lower than the fee schedule above. In certain circumstances, client’s fees may be charged as a flat amount or per hour for specific services.
Fee Estimator
Location
100 Saw Mill Road, Suite 3300, Lafayette, IN, 47905
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 is an insurance agent selling insurance for various insurance carriers through W & R Insurance Agencies since 2012. He also serves as a board member for Industrial Federal Credit Union, dedicating a few hours per week to this role.
Employment History
Current Registrations
Asset Management Strategies, INC.
Previous Registrations
Integrity Brokerage Services, INC.Broker
Waddell & Reed
Waddell & ReedBroker
Edward Jones
Edward JonesBroker
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.