Jason M. Best

MAINSTAY CAPITAL MANAGEMENT

Grand Blanc, MI 48439

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CRD#: 2467448

Professional summary

Jason M Best, who also goes by Jason Matthew Best, is a registered financial advisor currently at MAINSTAY CAPITAL MANAGEMENT, LLC located in Grand Blanc, Michigan.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jason has worked at 10 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Matthew Best

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason M Best's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 22, 2022 - Present

MAINSTAY CAPITAL MANAGEMENT, LLC

Office #1: 10775 South Saginaw Bldg C, Suite F, Grand Blanc, MI 48439

RIA

CRD#: 109528

Grand Blanc, MI

Past

June 20, 2018 - October 12, 2020

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

TROY, MI

Past

May 10, 2018 - October 12, 2020

PRUCO SECURITIES, LLC.

CRD#: 5685

TROY, MI

Past

February 26, 2015 - November 9, 2016

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

CRD#: 21570

SHELTON, CT

Past

January 21, 2011 - November 21, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DEARBORN, MI

Past

July 24, 2008 - December 8, 2009

MM ASCEND LIFE INVESTOR SERVICES, LLC

CRD#: 36451

CINCINNATI, OH

Past

October 13, 2006 - February 4, 2008

THE HUNTINGTON INVESTMENT COMPANY

RIA

CRD#: 16986

WARREN, MI

Past

March 21, 2006 - February 4, 2008

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

WARREN, MI

Past

February 9, 2004 - June 6, 2005

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

March 27, 2002 - April 16, 2003

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

March 29, 1994 - December 20, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 29, 1994 - December 20, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MAINSTAY CAPITAL MANAGEMENT, LLC

CRD#: 109528 / SEC#: 801-58099

RIA

Registered Investment Advisory firm - (11/14/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(9/22/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/29/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/31/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/5/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/28/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/5/2024

General Securities Principal Examination

Current Firm

MAINSTAY CAPITAL MANAGEMENT, LLC

CRD#: 109528 / SEC#: 801-58099

RIA

Registered Investment Advisory firm - (11/14/2000 Approved)

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Contact information

Main Address

10775 South Saginaw Bldg C, Suite F, Grand Blanc, MI 48439

Mailing Address

P.o. Box 487, Grand Blanc, MI 48480

Phone number

(866) 444-6246

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV (7/23/2025)

Regulatory assets under management

Total Number of Accounts	3,455
AUM (Assets Under Management)	$ 4,663,966,411

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/20/2024	Cover Page	Report
10/23/2023	Cover Page	Report
12/14/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jason M. Best

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason M Best's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MM ASCEND LIFE INVESTOR SERVICES, LLC

THE HUNTINGTON INVESTMENT COMPANY

THE HUNTINGTON INVESTMENT COMPANY

IFMG SECURITIES, INC.

BANC ONE SECURITIES CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

MAINSTAY CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/29/2006

Series 63

Date: 3/31/1994

Series 7TO

Date: 1/5/2024

SIE

Date: 10/1/2018

Series 7

Date: 3/28/1994

Series 24

Date: 1/5/2024

Current Firm

MAINSTAY CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MAINSTAY CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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