Jason CircelliCRD Number: 6981502
Current Firm: Amundi Asset Management Us, Inc.
Jason Circelli (CRD# 6981502) is an Investment Advisor Representative working at Amundi Asset Management Us, Inc. in Boston, MA and has over 4 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Amundi Pioneer Asset Management, Inc.||Boston, MA||Jul 2019 - Current||3|
|Dcm Advisors||New York, NY||Jun 2018 - May 2019||< 1|
|Rpmaum||Great Falls, VA||Oct 2015 - Jun 2018||2|
|Unemployment||Fairfield, CT||Sep 2015 - Jun 2018||2|
|Village Hardware||New Fairfield, CT||Sep 2014 - Jul 2015||< 1|
|Sliver Spring Country Club||Ridgefield, CT||Feb 2011 - Aug 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2018|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management100,932MILLIONS
Total Number of Accounts220ACCOUNTS
Average Account Value$458,780,641
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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