Jason Kaplan, financial advisor Los Angeles CA

Jason Kaplan

CRD Number: 2631055
Current Firm: Howard Capital Management Group, LLC

Jason Kaplan (CRD# 2631055) is an Investment Advisor Representative working at Howard Capital Management Group, LLC in Los Angeles, CA and has over 25 years of experience in the finance industry.

Similar Advisors
Brandon Averill, financial advisor Los Angeles CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Los Angeles CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Similar Advisors
Marie Thomasson, financial advisor Los Angeles CA
Marie E. Thomasson
CRD# 6724246
Modern Assets, LLC
Company Name Location Dates Years
Howard Capital Management Group, LLC Los Angeles, CA Dec 2020 - Current 3
Howard Capital Management, Inc. Los Angeles, CA Sep 2010 - Dec 2020 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Jan 2010
Contact Info for Jason D. Kaplan
Phone Number: 310-473-9100
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,975
    MILLIONS
  • Total Number of Accounts
    1,389
    ACCOUNTS
  • Average Account Value
    $1,421,951
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, FL, IN, LA, MA, MD, MI, NH, NJ, NY, OR, PA, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from Jason Kaplan and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.