Jason MudrockCRD Number: 6560414
Current Firm: The Ayco Company, LP
Jason Mudrock (CRD# 6560414) is an Investment Advisor Representative working at The Ayco Company, LP in Deerfield, IL and has over 7 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Goldstone Financial Group, LLC
Hightower Advisors, LLC
|Ayco/goldman Sachs & Company LLC||New York, NY||Jan 2021 - Current||2|
|The Ayco Company, L.p./mercer Allied||Deerfield, IL||Jun 2015 - Jan 2021||5|
|Stout Risius Ross||Chicago, IL||Jul 2014 - May 2015||< 1|
|University Of Illinois At Urbana-champaign||Urbana-champaign, IL||Aug 2010 - May 2014||3|
|State Farm||Urbana-champaign, IL||Aug 2013 - Dec 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2016|
Total Assets Under Management28,619MILLIONS
Total Number of Accounts68,279ACCOUNTS
Average Account Value$419,147
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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