Jason Kastner, financial advisor Cambridge NY

Jason Kastner

CRD Number: 3268079
Current Firm: Weatherhelm Capital Management LLC

Jason Kastner (CRD# 3268079) is an Investment Advisor Representative working at Weatherhelm Capital Management LLC in Cambridge, NY and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Weatherhelm Futures, LLC Sheridan, WY Oct 2022 - Current 1
Weatherhelm Capital Management LLC Cambridge, NY Jan 2015 - Current 9
Costello, Valente & Gentry, Pc Brattleboro, VT Nov 2014 - Dec 2021 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Brattleboro, VT Dec 2010 - Jan 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for Jason C. Kastner
Phone Number: 518-407-3886
Registered State(s):
  • NY
  • RI
By the Numbers
  • Total Assets Under Management
    68
    MILLIONS
  • Total Number of Accounts
    197
    ACCOUNTS
  • Average Account Value
    $345,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, NH, NY, OH, RI, VT, WA

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