Jason T. Laird

MONDRIAN INVESTMENT PARTNERS (U.S.)

Radnor, PA 19087

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CRD#: 4600789

Professional summary

Jason Thomas Laird, who also goes by Jason Laird, is a registered financial advisor currently at MONDRIAN INVESTMENT PARTNERS (U.S.), INC. located in Radnor, Pennsylvania and FORESIDE FUND SERVICES, LLC located in Radnor, Pennsylvania.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jason has worked at 11 firms and has passed the Series 65, Series 66, SIE, Series 87, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Laird

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) Mondrian Investment Partners; Investment Related; Sales; Radnor, PA; 6/24 Start Date; Business Development Officer; Sales role promoting ;160 Hrs./Mo.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Thomas Laird'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®

None

Experience

Current

November 25, 2024 - Present

MONDRIAN INVESTMENT PARTNERS (U.S.), INC.

Office #1: 201 King Of Prussia Road Suite 620, Radnor, PA 19087

RIA

CRD#: 132427

Radnor, PA

Current

September 12, 2024 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 201 King Of Prussia Road Suite 620, Radnor, PA 19087

CRD#: 46106

Radnor, PA

Past

September 8, 2022 - June 25, 2024

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

Philadelphia, PA

Past

March 11, 2022 - July 18, 2022

COMPASS DISTRIBUTORS, LLC

CRD#: 172662

North Wales, PA

Past

April 10, 2017 - February 23, 2022

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

Philadelphia, PA

Past

August 15, 2013 - July 1, 2016

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108928

PRINCETON, NJ

Past

August 13, 2013 - July 1, 2016

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

PRINCETON, NJ

Past

June 4, 2012 - July 19, 2013

CAPITAL ANALYSTS

RIA

CRD#: 162200

WEST CONSHOHOCKEN, PA

Past

June 1, 2012 - July 19, 2013

LINCOLN INVESTMENT

RIA

CRD#: 519

WYNCOTE, PA

Past

June 1, 2012 - July 19, 2013

LINCOLN INVESTMENT

CRD#: 519

WYNCOTE, PA

Past

October 18, 2005 - June 1, 2012

CINCINNATI ANALYSTS, INC.

RIA

CRD#: 5478

WEST CONSHOHOCKEN, PA

Past

February 2, 2004 - June 1, 2012

CINCINNATI ANALYSTS, INC.

CRD#: 5478

WEST CONSHOHOCKEN, PA

Past

July 9, 2003 - January 30, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LANCASTER, PA

Past

February 6, 2003 - January 30, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

February 6, 2003 - January 30, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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.

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

Alabama
(9/12/2024)

Alaska
(9/12/2024)

Arizona
(9/12/2024)

Arkansas
(9/12/2024)

California
(9/12/2024)

Colorado
(9/12/2024)

Connecticut
(9/12/2024)

Delaware
(9/12/2024)

District of Columbia
(9/12/2024)

Florida
(9/12/2024)

Georgia
(9/12/2024)

Hawaii
(9/12/2024)

Idaho
(9/12/2024)

Illinois
(9/12/2024)

Indiana
(9/12/2024)

Iowa
(9/12/2024)

Kansas
(9/12/2024)

Kentucky
(9/12/2024)

Louisiana
(9/12/2024)

Maine
(9/12/2024)

Maryland
(9/12/2024)

Massachusetts
(9/12/2024)

Michigan
(9/12/2024)

Minnesota
(9/12/2024)

Mississippi
(9/12/2024)

Missouri
(9/12/2024)

Montana
(9/12/2024)

Nebraska
(9/12/2024)

Nevada
(9/12/2024)

New Hampshire
(9/12/2024)

New Jersey
(9/12/2024)

New Mexico
(9/12/2024)

New York
(9/12/2024)

North Carolina
(9/12/2024)

North Dakota
(9/12/2024)

Ohio
(9/13/2024)

Oklahoma
(9/12/2024)

Oregon
(9/12/2024)

Pennsylvania
(9/12/2024)

IAR

Pennsylvania
(11/25/2024)

Rhode Island
(9/12/2024)

South Carolina
(9/12/2024)

South Dakota
(9/12/2024)

Tennessee
(9/12/2024)

Texas
(9/12/2024)

Utah
(9/12/2024)

Vermont
(9/12/2024)

Virginia
(9/12/2024)

Washington
(9/12/2024)

West Virginia
(9/12/2024)

Wisconsin
(9/12/2024)

Wyoming
(9/12/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/25/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/21/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 87

Date: 9/4/2009

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 2/4/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/24/2006

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MONDRIAN INVESTMENT PARTNERS (U.S.), INC.

ATLANTIC VALUE PARTNERS(US),INC | ROTHKO INVESTMENT STRATEGIES | MONDRIAN INVESTMENT PARTNERS (U.S.), INC.

CRD#: 132427 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (9/15/2004 Approved)

Texas

Registered Investment Advisory firm - (4/25/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

201 King Of Prussia Road Suite 620, Radnor, PA 19087

Mailing Address

Phone number

(215) 825-4500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 T. Laird

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Thomas Laird's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

QUASAR DISTRIBUTORS, LLC

COMPASS DISTRIBUTORS, LLC

QUASAR DISTRIBUTORS, LLC

BLACKROCK INVESTMENT MANAGEMENT, LLC

BLACKROCK INVESTMENTS, LLC

CAPITAL ANALYSTS

LINCOLN INVESTMENT

LINCOLN INVESTMENT

CINCINNATI ANALYSTS, INC.

CINCINNATI ANALYSTS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/25/2024

Series 66

Date: 1/21/2003

SIE

Date: 10/1/2018

Series 87

Date: 9/4/2009

Series 7

Date: 2/4/2003

Series 24

Date: 1/24/2006

FINRA

Current Firm

MONDRIAN INVESTMENT PARTNERS (U.S.), INC.

Contact information

Documents

Red Flags

Company Information

MONDRIAN INVESTMENT PARTNERS (U.S.), INC.

TRUST BUT VERIFY

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