Jason WeinCRD Number: 4566637
Current Firm: Hornor, Townsend & Kent, Inc.
Jason Wein (CRD# 4566637) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Wilton, CT and has over 14 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Scholtz & Co
|Hornor Townsend & Kent Inc.||Horsham, PA||Aug 2010 - Current||7|
|Penn Mutual Life Ins Co||Horsham, PA||Jul 2010 - Current||7|
|Equity Services Inc.||Montpelier, VT||Jul 2002 - Aug 2010||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2003|
|S66||NASAA Uniform Combined State Law Examination||Dec 2006|
Total Assets Under Management1,000MILLIONS
Total Number of Accounts3,542ACCOUNTS
Average Account Value$282,463
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV