Jason Topi, financial advisor New Hartford NY
93 score

Jason Topi

CRD Number: 5382298
Current Firm: M. Griffith Investment Services, Inc.

Jason Topi (CRD# 5382298) is an Investment Advisor Representative working at M. Griffith Investment Services, Inc. in New Hartford, NY and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
M. Griffith Investment Services, Inc. New Hartford, NY Nov 2009 - Current 7
Hsbc Bank (usa) N.a. New York, NY Apr 2009 - Nov 2009 < 1
Leigh Baldwin & Company, LLC Cazenovia, NY Feb 2009 - Apr 2009 < 1
Merrill Lynch Utica, NY Jun 2007 - Feb 2009 1
Syracuse University Syracuse, NY Jul 2005 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Jason J. Topi
Phone Number: 315-797-0130
Registered State(s):
  • CA
  • GA
  • MA
  • NJ
  • PA
  • TX
  • UT
  • VT
By the Numbers
  • Total Assets Under Management
    1,141
    MILLIONS
  • Total Number of Accounts
    2,420
    ACCOUNTS
  • Average Account Value
    $471,333
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WV

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

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