Jason Zubiel (CRD# 4494705) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 21 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Riversource Investments | Minneapolis, MN | May 2010 - Current | 13 |
| Riversource Fund Distributors, Inc. | Minneapolis, MN | May 2010 - Current | 13 |
| Columbia Management Advisors, LLC | Boston, MA | Apr 2005 - Current | 19 |
| Columbia Management Group | Boston, MA | Aug 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2003 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
- MA
-
Total Assets Under Management427,058MILLIONS
-
Total Number of Accounts5,495ACCOUNTS
-
Average Account Value$77,717,484
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Other
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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