Jason Deshayes is a CFP, PFS-designated registered investment advisor at Cerity Partners LLC, based in Raleigh, NC, with 5 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,810 clients with $120B 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 | 1.50% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
Location
4101 Lake Boone Trail, #200, Raleigh, NC, 27607
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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 Activities
Jason is the treasurer on the board of the Ronald McDonald House and Trinity School of Durham & Chapel Hill, spending minimal time on each. He is also a council member of the NC Bar Association - Small Firm and Tech Council, dedicating minimal time to attending meetings.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Cook Wealth, LLC
State Registrations1 state
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