JB
JB

Jason Badesha

9 Years of Experience
New York City, NY
Broker

Jason Badesha is a registered investment advisor at Hightower Advisors, LLC, based in New York City, NY, with 9 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1028 advisors
Number of Clients
56,418 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$164.8B

Fee Structure

Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.

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Location

300 Madison Avenue, 29th Floor, New York City, NY, 10017

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jason is a business advisor for One Access, Vetted, and Twistle, Inc. These activities are not investment-related and require minimal time during trading hours.

Employment History
Current Registrations
Hightower Advisors, LLC
December 2019 - Present · 6 yrs 5 mos
Hightower Securities, LLCBroker
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Manning & Napier Advisors, LLC
October 2016 - August 2019 · 2 yrs 10 mos
Manning & Napier Investor Services, INC.Broker
November 2015 - August 2019 · 3 yrs 9 mos
State Registrations2 states
NJNY
AdvisorBroker

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
No exam information available for this advisor.