Jason Weiss
Jason Weiss is a registered investment advisor at Byrne Financial Freedom, LLC, based in Franklin, MA, with 16 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 956 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Byrne Financial charges a single, combined annual fee for both investment management and financial planning, based on the value of your portfolio. The fee ranges from 0.25% to 2.50% annually, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with Byrne Financial. Fees are paid quarterly, in advance. The total blended fee, including Byrne Financial's fee and any fees charged by independent managers, will not exceed 2.00% annually.
Location
11 East Street, Franklin, MA, 02038
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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 operates Byrne Financial Freedom as a DBA for his LPL business and provides investment advisory services through Byrne Financial Freedom LLC, dedicating about a quarter of his time to the latter. He also has affiliations with Liberty Life Assurance Co. Of Boston and First American Insurance Underwriters, spending minimal time on each, and is involved with Affinity Wealth Inc and GWH Holdings LLC for tax/investment purposes.
Employment History
Current Registrations
Byrne Financial Freedom, LLC
LPL Financial LLCBroker
Previous Registrations
Santander Securities
Santander Securities LLCBroker
LPL Financial LLCBroker
State Registrations10 states
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