Jason M. Sacks
Professional summary
Jason Matthew Sacks, CFP®, who also goes by Jason M Sacks, Jason Sacks, is a registered financial advisor currently at FRISCH FINANCIAL GROUP, INC. located in Melville, New York.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jason has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jason Matthew Sacks's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
February 3, 2011 - Present
FRISCH FINANCIAL GROUP, INC.
Office #1: 445 Broad Hollow Road Suite 215, Melville, NY 11747June 17, 2004 - February 2, 2006
TD AMERITRADE, INC.
April 3, 2002 - February 2, 2006
TD AMERITRADE, INC.
September 15, 2000 - April 10, 2002
CHARLES SCHWAB & CO., INC.
July 1, 1997 - August 14, 2000
BNY MELLON SECURITIES CORPORATION
Primary Firm SEC Registration
FRISCH FINANCIAL GROUP, INC.
CRD#: 126524 / SEC#: 801-62300
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/3/2011)
(7/27/2021)
(1/7/2013)
Exams
Current Firm
FRISCH FINANCIAL GROUP, INC.
CRD#: 126524 / SEC#: 801-62300
Contact information
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,625 |
| AUM (Assets Under Management) | $ 789,658,037 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/31/2025 | ||
| 10/31/2023 | ||
| 04/28/2023 |
Red Flags
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