Jasen London is a registered investment advisor at 1834 Investment Advisors CO., based in Evansville, IN, with 9 years of industry experience. Jasen 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 435 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
435 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

1834 Investment Advisors charges an annual fee based on a percentage of the assets they manage. This fee is negotiable depending on the size of your portfolio, the complexity of the services you need, and your individual circumstances. Fees are calculated and charged at the end of each calendar quarter. There is generally a $500,000 minimum to establish an investment advisory relationship, but 1834 may waive this requirement.

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Location

123 Main Street, Evansville, IN, 47708

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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.

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Other Business Activities

Jasen works for 1834 Investment Advisors Co. since February 2024 and Old National Bank since August 2021. Both roles are investment-related and take about half of Jasen's time.

Employment History
Current Registrations
1834 Investment Advisors CO.
February 2024 - Present · 2 yrs 2 mos
Previous Registrations
LPL Financial LLC
July 2023 - September 2024 · 1 yr 2 mos
LPL Financial LLCBroker
July 2023 - September 2024 · 1 yr 2 mos
Equitable Advisors, LLC
December 2020 - July 2021 · 7 mos
Equitable Advisors, LLCBroker
December 2020 - July 2021 · 7 mos
Paychex Securities CorporationBroker
April 2019 - December 2020 · 1 yr 8 mos
Fisher Investments
September 2017 - April 2019 · 1 yr 7 mos
Wells Fargo Clearing Services, LLC
October 2014 - August 2017 · 2 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
August 2014 - August 2017 · 3 yrs
State Registrations1 state
IN
Advisor

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
No exam information available for this advisor.