Jason Konskier is a CFP-designated registered investment advisor at Nfsg Corporation, based in New Rochelle, NY, with 13 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,096 clients with $1.1B 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% |
Annual fee of up to 2% based on assets under management, with a minimum annual charge of $250.
Fee Estimator
Location
New Rochelle, NY
Get directionsHistory
Regulatory History (2)
Financial
March 2026Employment Separation After Allegations
September 2020Other Business Activities
Jason works full-time as an investment advisor representative for Realta Investment Advisors, Inc. He also works about 10-20% of his time as a bartender/waiter at the American Yacht Club.
Employment History
Current Registrations
Nfsg Corporation
Previous Registrations
Nfsg Corporation
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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