Jason Revland (CRD# 2759618) is an Investment Advisor Representative working at Revland Wealth Advisors in Ambler, PA and has over 18 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Revland Wealth Advisors LLC | Ambler, PA | May 2018 - Current | 5 |
| Consultant - Jason Revland | Ambler, PA | Dec 2016 - Current | 7 |
| Blueprint Capital Management, LLC | Marlton, NJ | Oct 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- PA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$180,293
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
PA
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