Jason MedoffCRD Number: 5892014
Current Firm: People's Securities, Inc.
Jason Medoff (CRD# 5892014) is an Investment Advisor Representative working at People's Securities, Inc. in Cos Cob, CT and has over 6 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
|People's Securities, Inc.||Bridgeport, CT||Dec 2010 - Current||7|
|Aqua Sports Rental||Harwich, MA||Jun 2008 - Sep 2010||2|
|Northstar Financial Planning||Londonderry, NH||Feb 2010 - Jun 2010||< 1|
|Merrimack College||North Andover, MA||Sep 2006 - May 2010||3|
|Merrimack College||North Andover, MA||Oct 2007 - Mar 2010||2|
|Putnam Investments||Andover, MA||Oct 2007 - May 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2011|
|S65||NASAA Investment Advisors Law Examination||May 2012|
Total Assets Under Management687MILLIONS
Total Number of Accounts882ACCOUNTS
Average Account Value$778,713
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MS, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WI
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