Jason Lee Marsh
Professional Summary
Jason Lee Marsh is a registered financial advisor currently at HAZLETT, BURT & WATSON, INC. located in Wheeling, West Virginia. Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Jason has worked at 1 firm and has passed the Series 66, Series 52TO, Series 99TO, SIE, Series 7, Series 4, Series 53, Series 14, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
HAZLETT, BURT & WATSON, INC. | SECURITY CAPITAL MANAGEMENT
Contact Information
Main Address
1300 Chapline Street, Wheeling, WV 26003Mailing Address
1300 Chapline Street, Wheeling, WV 26003Phone Number
(304) 233-3312Established
West Virginia since 09/06/1973Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
20SEC notice filing (15 States and Territories)
Registered to provide investment advisory services in 15 US states and territories.
FINRA licenses (38 States and Territories)
Registered to provide investment advisory services in 15 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| HB&W, INC. | PARENT COMPANY | — |
| BARICKMAN, MICHAEL THOMPSON | EXEC VP / DIRECTOR | 1535665 |
| BIDWELL, TIMOTHY MORGAN | EXEC VP / CFO / CHIEF COMPLIANCE OFFICER / DIRECTOR | 4296834 |
| BURECH, HAROLD BRUCE | DIRECTOR /SR VP | 856313 |
| ECHOLS, MARILYNN SUE | EXECUTIVE VICE PRESIDENT / DIRECTOR | 818946 |
| MARSH, JASON LEE | CHAIRMAN / CEO / DIRECTOR | 4792963 |
| WEAVER, GEORGE SPERRY III | SR EXEC VP / DIRECTOR | 1061710 |
Regulatory Assets Under Management
Total Number of Accounts
2,399AUM (Assets Under Management)
$1,388,534,202Disclosures
Regulatory Event
2Arbitration
1Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | Cover Page | Report |
| 01/14/2025 | Cover Page | Report |
| 12/19/2023 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
HAZLETT, BURT & WATSON, INC. | SECURITY CAPITAL MANAGEMENT
State Registrations and Notice Filings
(5/21/2013)
(11/24/2015)
(7/12/2004)
(10/10/2013)
(2/26/2009)
(4/29/2021)
(9/27/2004)
(3/31/2006)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Jason Lee Marsh's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jason Lee Marsh's CRS (Customer Relationship Summary).
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