Jason Caras (CRD# 5131301) is an Investment Advisor Representative working at Westwood Wealth Management in Houston, TX and has over 17 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Westwood Wealth Management | Houston, TX | Apr 2020 - Current | 4 |
Bank Of America | Houston, TX | Dec 2017 - Apr 2020 | 2 |
Frank Law Firm | Houston, TX | Apr 2015 - Dec 2017 | 2 |
Compere Law | Austin, TX | Oct 2013 - Feb 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2006 |
S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- TX
-
Total Assets Under Management433MILLIONS
-
Total Number of Accounts383ACCOUNTS
-
Average Account Value$1,131,257
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Pension consulting services
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, MD, NC, NE, NH, NJ, NM, NV, NY, OH, OK, SD, TX, VA
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