Jason M. Cain

JUPITER, FL

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CRD#: 5440350

Professional summary

Jason Morgan Cain, who also goes by Jason Morgon Cain, was a registered financial advisor .

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jason had worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Morgon Cain

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.

Columbia University School of Professional Studies; not investment related; Lecturer; 32hours/month during non-working hours; NY, NY

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

October 7, 2025 - Present

JUPITER, FL

Past

April 12, 2023 - October 7, 2025

CYNOSURE GROUP, LLC

RIA

CRD#: 281399

Jupiter, FL

Past

December 14, 2022 - April 25, 2023

SVB WEALTH

RIA

CRD#: 172832

Palm Beach Gardens, FL

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

Florida
(10/15/2025)

IAR

Illinois
(10/7/2025)

IAR

Utah
(10/14/2025)

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 65

Date: 12/14/2022

Uniform Investment Adviser Law Examination

Current firm

No current employment

Red Flags

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