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Jason Schnellenberger

2 Years of Experience
Carmel, IN

Jason Schnellenberger is a registered investment advisor at Jwest 6, LLC, based in Carmel, IN, with 2 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

501 Congressional Blvd., Carmel, IN, 46033

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jason is the sole proprietor of a law practice, providing legal assistance with leases, real estate purchases, business formation, and business purchases. He spends a few hours per week on this work.

Employment History
Current Registrations
Jwest 6, LLC
September 2023 - Present · 2 yrs 8 mos
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.