Jason Sacks, financial advisor Melville NY

Jason Sacks

CRD Number: 2902189
Current Firm: Frisch Financial Group, Inc.

Jason Sacks (CRD# 2902189) is an Investment Advisor Representative working at Frisch Financial Group, Inc. in Melville, NY and has over 26 years of experience in the finance industry. Jason Sacks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Frisch Financial Group, Inc. Melville, NY Feb 2006 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
S65 NASAA Investment Advisors Law Examination Jul 2002
Contact Info for Jason M. Sacks
By the Numbers
  • Total Assets Under Management
    721
    MILLIONS
  • Total Number of Accounts
    1,539
    ACCOUNTS
  • Average Account Value
    $468,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, CT, FL, MA, NH, NJ, NY, PA, TX

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