Jason Walsh (CRD# 2979271) is an Investment Advisor Representative working at Cresap, Inc. in Radnor, PA and has over 26 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cresap, Inc. | Radnor, PA | Feb 2000 - Current | 24 |
| Rutherford, Brown & Catherwood, Inc. | Clarks Summit, PA | Mar 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- PA
-
Total Assets Under Management389MILLIONS
-
Total Number of Accounts563ACCOUNTS
-
Average Account Value$691,422
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
PA
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