Jason Muchortow (CRD# 6596944) is an Investment Advisor Representative working at Avantax Advisory Services in Rochester, MI and has over 8 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Utica High School Girls Basketball | Utica, MI | May 2023 - Current | 1 |
| Muchortow + Paperd Advisors LLC | Rochester, MI | Jan 2022 - Current | 2 |
| Avantax Advisory Services | Rochester, MI | Jul 2016 - Current | 7 |
| Muchortow & Associates | Rochester, MI | Dec 2015 - Current | 8 |
| Avantax Investment Services, Inc. | Rochester, MI | Dec 2015 - Current | 8 |
| Utica High School Junior Varsity Basketball Team | Shelby Township, MI | Nov 2018 - Oct 2021 | 2 |
| Rehmann Robson | Troy, MI | Feb 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- MI
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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