Jason Mincer (CRD# 6564747) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairport, NY and has over 8 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | St Cloud, MN | Jun 2019 - Current | 4 |
| Cetera Investment Advisers LLC | Fairport, NY | Jun 2019 - Current | 4 |
| Longhorn Steakhouse | Rochester, NY | Aug 2018 - Jun 2019 | < 1 |
| Foresters Advisory Services LLC | Fairport, NY | Jul 2018 - Jun 2019 | < 1 |
| Foresters Financial Services | Rochester, NY | Apr 2016 - Jun 2019 | 3 |
| Jcc | Rochester, NY | Dec 2016 - Jul 2018 | 1 |
| Blackfriars Theatre | Rochester, NY | Sep 2015 - Aug 2017 | 1 |
| Jewish Community Center | Rochester, NY | Dec 2015 - Dec 2016 | 1 |
| Foresters Financial | West Henrietta, NY | Oct 2015 - Apr 2016 | < 1 |
| Longhorn Steakhouse | Greece, NY | Sep 2013 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
- MD
- NY
- TX
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.