Jason Cillo (CRD# 6214681) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Milford, NH and has over 10 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fusion Capital Management | Dallas, TX | Jun 2019 - Current | 4 |
| Coppell Advisory Solutions, LLC | Milford, NH | Apr 2014 - Current | 10 |
| Onpointe Advisory And Financial Services, LLC | Petaluma, CA | Aug 2013 - Current | 10 |
| Steele Associates | Milford, NH | Jan 2007 - Current | 17 |
| Virtue Capital Management, LLC | Nashville, TN | Jun 2014 - Jun 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
- LA
- NH
- TX
-
Total Assets Under Management850MILLIONS
-
Total Number of Accounts7,997ACCOUNTS
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Average Account Value$106,235
- 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
- Selection of other advisers (including private fund managers)
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, WY
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