Jason Cain (CRD# 5440350) is an Investment Advisor Representative working at Cynosure Group, LLC in Jupiter, FL and has 1 year of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5575170
Edward Jones
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cynosure Management, LLC | Salt Lake City, UT | Apr 2023 - Current | 1 |
| Svb Wealth LLC | Palm Beach Gardens, FL | Oct 2022 - Apr 2023 | < 1 |
| Svb Wealth Llc (f/k/a) Boston Private Wealth LLC | Palm Beach Gardens, FL | Oct 2019 - Oct 2022 | 3 |
| Bdo Usa, LLP | Chicago, IL | Jun 2017 - Sep 2019 | 2 |
| Mirador Family Wealth Advisors | Chicago, IL | Apr 2015 - Jun 2017 | 2 |
| Credit Suisse | Chicago, IL | Jul 2011 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- FL
- IL
- UT
-
Total Assets Under Management4,863MILLIONS
-
Total Number of Accounts590ACCOUNTS
-
Average Account Value$8,242,342
- A percentage of assets under your management
- 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)
CA, CO, CT, DE, FL, GA, ID, IL, MA, MD, MN, NJ, NY, RI, TX, UT, WA
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