Jason
Martone
Merit Financial Advisors
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About this Advisor
Jason Martone is a financial advisor based in Sheboygan Falls, Wisconsin, working with Merit Financial Advisors. Jason has previously worked at Columbia Financial Center Inc, Columbia Funds Distributor, Inc, Banc Of America Capital Management LLC, Riversource Investments, Riversource Fund Distributors, Inc, Merit Financial Advisors, and Purshe Kaplan Sterling Investments. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Jason is part of Merit Financial Advisors, which operates out of Sheboygan Falls, Wisconsin. The firm has 59 offices and 279 employees. Merit Financial Advisors manages assets totaling $10.6 billion and serves charitable organizations and high-net-worth individuals. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Merit Financial Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merit Financial Advisors Brokerage Details
$10,576,048,244
279
31,882
$331,725
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jason Martone Work History
Purshe Kaplan Sterling Investments
Merit Financial Advisors
Riversource Investments
Riversource Fund Distributors, Inc
Columbia Funds Distributor, Inc
Banc Of America Capital Management LLC
Columbia Financial Center Inc
Disclosures
Please visit the SEC profile of Jason Martone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merit Financial Advisors
Fernandina Beach, FL
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Fuquay Varina, NC
Issaquah, WA
Manitowoc, WI
Alpharetta, GA
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