Jason Macgregor (CRD# 2396461) is an Investment Advisor Representative working at Minichmacgregor Wealth Management, LLC in Saratoga Springs, NY and has over 30 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Minich Macgregor Wealth Management | Saratoga Springs, NY | Sep 2009 - Current | 14 |
| Purshe Kaplan Sterling Investments | Albany, NY | Sep 2009 - Nov 2022 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1993 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1994 |
- NY
- TX
-
Total Assets Under Management501MILLIONS
-
Total Number of Accounts2,198ACCOUNTS
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Average Account Value$228,071
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, FL, GA, NC, NH, NY, SC, TX
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