Jason ToporCRD Number: 4897470
Current Firm: Klein Pavlis & Peasley Financial, Inc.
Jason Topor (CRD# 4897470) is an Investment Advisor Representative working at Klein Pavlis & Peasley Financial, Inc. in Dana Point, CA and has over 17 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Klein Pavlis & Peasley Financial||Dana Point, CA||Feb 2005 - Current||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2005|
Total Assets Under Management134MILLIONS
Total Number of Accounts656ACCOUNTS
Average Account Value$203,906
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, IL, MN, NC, NJ, NY, PA, TX, WA
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