Jason Fass (CRD# 6905066) is an Investment Advisor Representative working at Avantax Advisory Services in Carmichael, CA and has over 5 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fass Wealth Strategies Group | Sacramento, CA | Feb 2022 - Current | 2 |
| Avantax Investment Services, Inc. | Sacramento, CA | Jan 2022 - Current | 2 |
| Avantax Advisory Services | Sacramento, CA | Jan 2022 - Current | 2 |
| Avantax Insurance Services LLC | Sacramento, CA | Jan 2022 - Current | 2 |
| Hilltop Securities Inc. | Dallas, TX | Jan 2018 - Jan 2022 | 4 |
| Inland Business Systems | Sacramento, CA | May 2016 - Dec 2017 | 1 |
| Unemployed | Sacramento, CA | Mar 2016 - May 2016 | < 1 |
| Marketing Beverage | Sacramento, CA | Mar 2014 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- CA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- 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, VT, WA, WI, WV, WY
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