Jason Mims, financial advisor West Windsor NJ
90 score

Jason Mims

CRD Number: 5967231
Current Firm: Infinex Investments, Inc.

Jason Mims (CRD# 5967231) is an Investment Advisor Representative working at Infinex Investments, Inc. in West Windsor, NJ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Money Concepts Capital Corp Palm Beach Gardesn, FL Aug 2011 - Current 5
Mims Painting Inc. Hillsboro, OR Jan 2001 - Current 15
Watchguard Technologies Seattle, WA Aug 2014 - Feb 2015 < 1
Tranel Financial Group Libertyville, IL Jan 2012 - Mar 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Jason D. Mims
Phone Number: 203-599-6000
Registered State(s):
  • IL
  • NJ
By the Numbers
  • Total Assets Under Management
    580
    MILLIONS
  • Total Number of Accounts
    2,901
    ACCOUNTS
  • Average Account Value
    $199,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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