Jason NagleCRD Number: 5945767
Current Firm: H.d. Vest Advisory Services, Inc.
Jason Nagle (CRD# 5945767) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Troutdale, OR and has over 6 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|H.d. Vest Advisory Services||Troutdale, OR||Sep 2012 - Current||5|
|H.d. Vest Financial Services||Fairview, OR||Jun 2011 - Current||6|
|Hardy & Holmes, LLC||Fairview, OR||Nov 2008 - Apr 2016||7|
|Unemployed||Troutdale, OR||Jun 2008 - Nov 2008||< 1|
|The Sleep Institute||Idaho Falls, ID||Oct 2002 - Jun 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S65||NASAA Investment Advisors Law Examination||Nov 2011|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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