JH
Jason A. Hyde
MONECO ADVISORS
FAIRFIELD, CT 06824
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CRD#: 4180274
JH
Professional summary
Jason Adam Hyde is a registered financial advisor currently at MONECO ADVISORS located in Fairfield, Connecticut and LPL FINANCIAL LLC located in Fairfield, Connecticut.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jason has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
(1) 01/30/2015: MONECO ADVISORS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 11/20/2014 - 50% OF TIME SPENT (2) 01/30/2015: NO BUSINESS NAME - NOT INV REL - HOME BASED - AUTHOR AND SPEAKER - START 04/20/2012 - NO TIME SPENT - PAID ROYALTIES FOR BOOK SALES & SPEAKING ABOUT SELF IMPORVEMENT TOPICS RELATED TO MY BOOK (3) 04/12/2015: MONECO ADVISORS, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: MONECO ADVISORS - START 11/20/2014 - 50% OF TIME SPENT. (4) 3/1/2018 - Moneco Advisors, LLC - DBA: (Hybrid) MONECO Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 11/20/2014 - 80 Hours Per Month - Time Spent 50% - I provide investment advisory services through Moneco Advisors, LLC, an independent investment advisor firm. I started this business activity in 11/2014. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (5) 2/25/2020 - Jason Hyde Financial Advisors LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 02/05/2020 - 0 Hours Per Month - Establishing LLC for the purpose of filing federal taxes as an S Corporation. (6) 02/23/2022 - No Business Name - Not Investment Related - Home Based - Other - Author and Speaker - Author and speaker - Start Date - 02/14/2022 - 10 Hours Per Month/4 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Adam Hyde's 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®
NoneExperience
Current
March 11, 2015 - Present
MONECO ADVISORS
Office #1: 2150 Post Rd Suite 201, Fairfield, CT 06824RIA
CRD#: 171922
FAIRFIELD, CT
Current
January 30, 2015 - Present
LPL FINANCIAL LLC
Office #1: 2150 Post Rd, Ste 201, Fairfield, CT 06824RIA
BD
CRD#: 6413
Fairfield, CT
Past
October 8, 2014 - February 2, 2015
OPPENHEIMER & CO. INC.
RIA
CRD#: 249
STAMFORD, CT
Past
June 30, 2011 - February 2, 2015
OPPENHEIMER & CO. INC.
BD
CRD#: 249
STAMFORD, CT
Past
July 21, 2003 - July 12, 2011
DAVID LERNER ASSOCIATES, INC.
BD
CRD#: 5397
WESTPORT, CT
Past
April 10, 2003 - June 2, 2003
PB FUNDING CORPORATION
BD
CRD#: 27970
SHELTON, CT
Past
May 2, 2001 - October 31, 2001
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
SAN FRANCISCO, CA
Past
November 17, 2000 - May 2, 2001
WELLS FARGO SECURITIES INC.
BD
CRD#: 17438
SAN FRANCISCO, CA
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".
MA
MONECO ADVISORS
ACORN CONSULTING | WILLOW | ROCCO & ASSOCIATES WEALTH MANAGEMENT | MONECO WESTCHESTER | MONECO NEW CANAAN | MONECO BERKSHIRES | MONECO BERGEN COUNTY | MONECO ADVISORS, LLC | MONECO ADVISORS | LICHTENSTEIN AT MONECO | LICHENSTEIN FINANCIAL
CRD#: 171922 / SEC#: 801-80027
RIA
Registered Investment Advisory firm - (7/14/2014 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(11/20/2017)
RR
Connecticut(1/30/2015)
IAR
Connecticut(3/11/2015)
RR
Florida(3/16/2015)
RR
Georgia(3/4/2015)
IAR
Louisiana(4/8/2016)
RR
Maine(10/4/2023)
RR
Massachusetts(1/12/2016)
RR
New Jersey(1/21/2025)
RR
New York(2/12/2015)
RR
Pennsylvania(1/28/2025)
RR
Rhode Island(9/15/2023)
RR
Texas(1/30/2015)
IAR
Texas(4/8/2016)
RR
Virginia(8/31/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MA
MONECO ADVISORS
ACORN CONSULTING | WILLOW | ROCCO & ASSOCIATES WEALTH MANAGEMENT | MONECO WESTCHESTER | MONECO NEW CANAAN | MONECO BERKSHIRES | MONECO BERGEN COUNTY | MONECO ADVISORS, LLC | MONECO ADVISORS | LICHTENSTEIN AT MONECO | LICHENSTEIN FINANCIAL
CRD#: 171922 / SEC#: 801-80027
RIA
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Contact information
Main Address
2150 Post Road, Suite 201, Fairfield, CT 06824
Mailing Address
Phone number
(203) 319-3550
Established
Firm type
Fiscal year end
# of Employees
65
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,130 |
| AUM (Assets Under Management) | $ 1,915,081,746 |
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.
