Jason Frede, financial advisor Los Angeles CA

Jason Frede

CRD Number: 3175775
Current Firm: Haslet Advisors, LLC

Jason Frede (CRD# 3175775) is an Investment Advisor Representative working at Haslet Advisors, LLC in Los Angeles, CA and has over 25 years of experience in the finance industry. Jason Frede has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Haslet Advisors, LLC Los Angeles, CA Dec 2012 - Current 11
Tacony Investment Partnership, LP Lawrenceville, NJ Dec 2000 - Jan 2020 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2008
S66 NASAA Uniform Combined State Law Examination Mar 1999
Contact Info for Jason A. Frede
Phone Number: 609-896-4140
Registered State(s):
  • CA
Current Firm Details
Haslet Advisors, LLC
Firm's CRD Number: 166034
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $819,478
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CA

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