Jason French
Jason French is a registered investment advisor at French Capital Management, LLC, based in Jacksonville, FL, with 9 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
French Capital Management (FCM) offers investment management services where fees will not exceed 2% of the value of your portfolio. Fees are assessed quarterly in advance. The firm may also advise on alternative investments.
Location
13080 Silver Oak Drive, Jacksonville, FL, 32223
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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 the owner of French Capital Management LLC and Fourth Party Affiliates LLC, the latter being the legal name of the former for Veteran Affairs purposes. He also works full-time as an Engineering Technician at Johnson & Johnson, engages in resale activities on Etsy and eBay, rents out his boat and property, provides animal boarding services, is the President of the Mandarin Republican Club, and spends a few hours per week on investment-related activities with Magellan Financial & Insurance.
Employment History
Current Registrations
French Capital Management, LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
French Capital Management, LLC
Edward Jones
Edward JonesBroker
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.