Jason Heming (CRD# 5351495) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Dallas, TX and has over 16 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Advisors Network, LLC | Palos Verdes Estates, CA | May 2018 - Current | 6 |
| Capital City Financial Partners | Columbia, SC | Jun 2016 - Current | 7 |
| The State Media Group | Columbia, SC | Jan 2015 - Oct 2022 | 7 |
| Great Lakes And Atlantic Wealth Management | Charlotte, NC | Jun 2016 - May 2018 | 1 |
| Voya Financial Advisors | Chapin, SC | Sep 2014 - Jul 2016 | 1 |
| Ing Financial Partners, Inc. | Chapin, SC | Sep 2010 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2007 |
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- CA
- SC
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Total Assets Under Management4,215MILLIONS
-
Total Number of Accounts11,998ACCOUNTS
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Average Account Value$351,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
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