Jason Clark, financial advisor Austin TX
93 score

Jason Clark

CRD Number: 4502341
Current Firm: Afam Capital, Inc.

Jason Clark (CRD# 4502341) is an Investment Advisor Representative working at Afam Capital, Inc. in Austin, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Al Frank Asset Mgmt Laguna Beach, CA Feb 2007 - Current 9
Quasar Distributors, LLC Milwaukee, WI Jun 2007 - Dec 2012 5
Unemployed Irvine, CA Jul 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Jason R. Clark
Phone Number: 512-354-7041
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    706
    MILLIONS
  • Total Number of Accounts
    1,032
    ACCOUNTS
  • Average Account Value
    $683,773
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, VT, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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