Jason Mackintosh (CRD# 7465414) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Torrance, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6491551
Quantum Financial Advisors, LLC
CRD# 2619073
Wedbush Securities Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trilogy Capital | Torrance, CA | Nov 2021 - Current | 2 |
| El Camino College | Alondra Park, CA | Aug 2020 - Dec 2022 | 2 |
| South Bay Aquatics | Redondo Beach, CA | Sep 2020 - May 2021 | < 1 |
| Student | Torrance, CA | Aug 2008 - Jun 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- CA
-
Total Assets Under Management1,887MILLIONS
-
Total Number of Accounts18,469ACCOUNTS
-
Average Account Value$102,168
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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