Jason Habbit, financial advisor Lafayette LA
93 score

Jason Habbit

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jason A. Habbit
Phone Number: 703-657-6060
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    1,856
    MILLIONS
  • Total Number of Accounts
    5,657
    ACCOUNTS
  • Average Account Value
    $328,133
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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