Jason HabbitCRD Number: 4578194
Current Firm: Spire Wealth Management, LLC
Jason Habbit (CRD# 4578194) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Lafayette, LA and has over 10 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
Centaurus Financial, Inc.
|Spire Investment Partners||Lafayette, LA||Feb 2017 - Current||1|
|Aig American General Life Insurance Company||Youngsville, LA||Mar 2005 - Current||13|
|Oxford Asset Management LLC||Mcallen, TX||Jan 2008 - Feb 2017||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
Total Assets Under Management1,856MILLIONS
Total Number of Accounts5,657ACCOUNTS
Average Account Value$328,133
- 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
- Selection of other advisers (including private fund managers)
AL, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV