Lauren Jason
Lauren Jason is a registered investment advisor at Calton & Associates, INC., based in Canton, TX, with 13 years of industry experience. Lauren is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 5,283 clients with $1.6B 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 | 2.60% |
Fees are up to 2.60% and may be negotiable depending on the client, representative, and program selected.
Fee Estimator
Location
951 West Dallas Street, Canton, TX, 75103
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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
Lauren is involved in several business activities, including insurance sales, accounting/tax preparation, real estate/asset marketing, and farm/ranch management. She dedicates about half her time to accounting and tax preparation, about a quarter of her time to farm/ranch management, and about 10-20% of her time to real estate/asset marketing, insurance sales, and real estate sales. She also dedicates minimal time to the Canton Little Dribblers board.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Dominion Portfolio Management, INC.
Previous Registrations
Dominion Investor Services, INC.Broker
Dominion Portfolio Management, INC.
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Vsr Advisory Services
Vsr Financial Services, INC.Broker
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.