Jason Dorfman is a registered investment advisor at Nest Egg, based in Conshohocken, PA, with 8 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,832 clients with $130M 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 | 1.25% |
Fee Estimator
Location
20 Ash Street, Suite 300, Conshohocken, PA, 19428
Get directionsHistory
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 registered as an advisor with Nest Egg and a registered representative of Nest Investments BD LLC since 2020. Since 2022, he is also a licensed representative of Nest Insurance LLC, DBA Nest Insurance Agency LLC.
Employment History
Current Registrations
Nest Egg
Nest Investments Bd LLC
Nest Investments Bd LLCBroker
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations7 states
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.