Jason Kortman, financial advisor Atlanta GA
93 score

Jason Kortman

CRD Number: 3040270
Current Firm: Wells Fargo Advisors, LLC

Jason Kortman (CRD# 3040270) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Atlanta, GA and has over 18 years of experience in the finance industry.

Similar Advisors
Alan Thomson, financial advisor Atlanta GA
Alan D. Thomson
CRD# 3020755
Terra Firma Financial LLC
Score
105
Similar Advisors
Matthew Fassnacht, financial advisor Atlanta GA
Matthew A. Fassnacht
CRD# 5935670
Meridian Investment Partners
Score
103
Similar Advisors
Edward Wilcox, financial advisor Atlanta GA
Edward J. Wilcox
CRD# 4914715
Rollins Financial Inc.
Score
103
Company Name Location Dates Years
Wells Fargo Advisors, LLC Atlanta, GA Mar 2013 - Current 3
E*trade Securities LLC Alpharetta, GA Aug 2009 - Mar 2013 3
Self Employed New York, NY Feb 2009 - Aug 2009 < 1
Unemployed Astoria, NY Nov 2008 - Feb 2009 < 1
Consultant Greenwich, CT Jul 2008 - Oct 2008 < 1
Aflac New York, NY Jan 2008 - Jul 2008 < 1
Assent LLC New York, NY Jul 2007 - Dec 2007 < 1
Dimension Brokerage, LLC New York, NY Aug 2006 - May 2007 < 1
Hold Brothers, LLC New York, NM May 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
S63 Uniform Securities State Law Examination Jul 1998
Contact Info for Jason A. Kortman
Phone Number: 314-875-3000
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.