JH
JH

Jason Hewell

17 Years of Experience
Watkinsville, GA

Jason Hewell is a registered investment advisor at Stadion Money Management, LLC, based in Watkinsville, GA, with 17 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 49,626 clients with $2.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13 advisors
Number of Clients
49,626 clients
Average Client Portfolio
$54K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$120
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees vary by program type, ranging from 0.05% to 1.00% depending on whether the service is a default retirement option, individual choice, or custom advisor managed account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1061 Cliff Dawson Rd, Watkinsville, GA, 30677

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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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Employment History
Current Registrations
Stadion Money Management, LLC
August 2011 - Present · 15 yrs 2 mos
Previous Registrations
Alps Distributors, INC.Broker
June 2013 - December 2020 · 7 yrs 6 mos
Uvest Financial Services Group, INC.Broker
July 2008 - December 2010 · 2 yrs 5 mos
State Registrations1 state
GA
Advisor

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.
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