Jason TopiCRD 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 10 years of experience in the finance industry.
Wells Fargo Advisors, LLC
Cadaret Grant & Co Inc.
M. Griffith Investment Services, Inc.
|M. Griffith Investment Services, Inc.||New Hartford, NY||Nov 2009 - Current||8|
|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|
Total Assets Under Management1,141MILLIONS
Total Number of Accounts2,420ACCOUNTS
Average Account Value$471,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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