Jason Hamilton, financial advisor Orange CA

Jason Hamilton

CRD Number: 6573433
Current Firm: Keep It Simple Financial Planning

Jason Hamilton (CRD# 6573433) is an Investment Advisor Representative working at Keep It Simple Financial Planning in Orange, CA and has over 8 years of experience in the finance industry. Jason Hamilton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kis Financial Planning Orange, CA Mar 2015 - Current 9
Target Brea, CA Oct 2015 - Sep 2016 < 1
Carmax Buena Park, CA Jul 2009 - Sep 2015 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jason J. Hamilton
Phone Number: (877) 673-8473
Registered State(s):
  • CA
  • FL
  • IL
  • LA
  • NY
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    46
    MILLIONS
  • Total Number of Accounts
    229
    ACCOUNTS
  • Average Account Value
    $202,814
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, IL, LA, NY, OH, TX

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