Jason Nazelrod (CRD# 2640347) is an Investment Advisor Representative working at Nazelrod & Associates Financial Services, Inc. in Towson, MD and has over 27 years of experience in the finance industry. Jason Nazelrod 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.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nazelrod & Associates Financial Services, Inc. | Towson, MD | Jan 2000 - Current | 24 |
| Lasalle St. Securities, LLC | Chicago, IL | Sep 1997 - Current | 26 |
| Nazelrod & Associates Tax & Consulting, LLC | Towson, MD | Aug 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
- MD
-
Total Assets Under Management78MILLIONS
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Total Number of Accounts56ACCOUNTS
-
Average Account Value$1,386,727
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
MD
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