Jason HabbitCRD Number: 4578194
Current Firm: Oxford Asset Management, LLC
Jason Habbit (CRD# 4578194) is an Investment Advisor Representative working at Oxford Asset Management, LLC in Lafayette, LA and has over 10 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|Sws Financial Services||Lafayette, LA||Feb 2007 - Current||10|
|Aig American General Life Insurance Company||Youngsville, LA||Mar 2005 - Current||12|
|American General Securities Incorporated||Youngsville, LA||Mar 2005 - Feb 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
Total Assets Under Management90MILLIONS
Total Number of Accounts1,263ACCOUNTS
Average Account Value$71,329
- 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
- Selection of other advisers (including private fund managers)
CO, LA, TX