Jason Witcher is a registered investment advisor at Wmg Financial Advisors, LLC, based in Brandon, MS, with 14 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,655 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
106 Highpointe Court, Suite B, Brandon, MS, 39042
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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 Activities
Jason is an Investment Adviser Representative (IAR) with WMG Financial Advisors, LLC. He also has ownership or management roles in several real estate and investment-related entities, and is a managing member of a CPA practice, taking nearly full-time hours.
Employment History
Current Registrations
Wmg Financial Advisors, LLC
Previous Registrations
Strategic Wealth Management Group, LLC
Concourse Financial Group Securities, INC.Broker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
H.D. Vest Investment ServicesBroker
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.