Jason Toups (CRD# 7649917) is an Investment Advisor Representative working at Toups Capital Advisors LLC in Truckee, CA and has 1 year of experience in the finance industry.
CRD# 4906843
Trident Capital Advisors, LLC
CRD# 4862651
Schultz Financial Group Incorporated
CRD# 6226356
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Toups Capital Advisors LLC | Truckee, CA | Sep 2022 - Current | 1 |
| Swayable | San Francisco, CA | Oct 2021 - Current | 2 |
| Civitech | Austin, TX | Apr 2021 - Oct 2021 | < 1 |
| Alloy Pbc | Washington, DC | Jan 2020 - Feb 2021 | 1 |
| Ordway Labs | Washington, DC | Jul 2019 - Jan 2020 | < 1 |
| Self Employed Web Developer | Washington, DC | Dec 2018 - Jul 2019 | < 1 |
| Blueprint Interactive | Washington, DC | Jun 2018 - Nov 2018 | < 1 |
| Student | Washington, DC | Mar 2018 - May 2018 | < 1 |
| Helmer For Virginia | Fairfax, VA | Nov 2017 - Feb 2018 | < 1 |
| Cheryl Turpin For Virginia Beach | Virginia Beach, VA | Jul 2017 - Nov 2017 | < 1 |
| Mckinsey & Company | New York, NY | Mar 2017 - Jul 2017 | < 1 |
| N/a | N/a, XX | Dec 2016 - Feb 2017 | < 1 |
| Pennsylvania Coordinated Campaign | Pittsburgh, PA | Jul 2016 - Nov 2016 | < 1 |
| Mckinsey & Company | New York, NY | Jul 2014 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- CA
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts29ACCOUNTS
-
Average Account Value$341,760
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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