Jason T Feil

Avisen Advisors, LLC

13 Years of Experience

Broker

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInvestment ManagementHigh Net Worth

Avisen Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

190 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$356.1M

Fee Structure

Minimum Investment:$50K

Minimum Annual Fee:$1,000

Location

3620 American River Drive,, Suite 145, Sacramento, CA, 95864

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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.

Other Business Activities

Jason works as an investment advisor for Avisen Advisors, LLC since February 2024. He dedicates minimal time to this investment-related activity.

Employment History

Current Registrations

Avisen Advisors, LLC

May 2023 - Present · 2 yrs 9 mos

Avisen Wealth Management, INC.Broker

March 2012 - Present · 13 yrs 11 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.