Jason Labarge
Jason Labarge is a registered investment advisor at Madison Avenue Securities, LLC, based in Severna Park, MD, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,528 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Madison Avenue Securities (MAS) offers several investment management programs with different fee structures:
- Fee Plus Transaction Charge Program: You'll pay a management fee (0.50% to 2.00% annually) plus transaction charges for buying and selling securities.
- Standard Wrap Program: You'll pay a "wrap fee" (0.50% to 2.25% annually) based on the value of your investments. This fee covers advisory, brokerage, and custodial services.
- Low-Minimum Wrap Program: (No longer accepting new accounts) You'll pay a "wrap fee" (0.50% to 2.25% annually) based on the value of your investments. This fee covers advisory, brokerage, and custodial services.
- AE Wealth Management Program: You'll pay a wrap fee up to 2.5% annually, which includes advisory, brokerage, and custodial services. This program also offers strategies managed by third-party investment managers.
- Envestnet Program: You'll pay a wrap fee up to 2% annually, which includes advisory, brokerage, and custodial services. Fees attributable to Envestnet and the manager depend on the specific program/portfolio the account is invested in and may range anywhere between 0.10% - 2.31%.
Fees are negotiable and may vary depending on account size and other factors.
Location
7 Riggs Avenue, Severna Park, MD, 21146
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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 is involved in several business activities, including serving as treasurer for a homelessness coalition, a committee member at his church, and a registered representative with Madison Avenue Securities. He also works as an investment advisor representative and insurance agent, and refers clients for Medicare supplements, dedicating full-time hours to these activities.
Employment History
Current Registrations
Ae Wealth Management, LLC
Madison Avenue Securities, LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Summit Financial Group INC
Cetera Advisor Networks LLCBroker
Summit Brokerage Services, INC.Broker
Cambridge Investment Research, INC.Broker
The Leaders Group, INC.Broker
Allianz Life Financial Services, LLCBroker
State Registrations28 states
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.