JS
Jason P. Small
FIDUCIARYVEST
RADNOR, PA 19087
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CRD#: 5958262
JS
Professional summary
Jason Philip Small is a registered financial advisor currently at FIDUCIARYVEST, LLC located in Radnor, Pennsylvania.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jason has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Philip Small'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
August 2, 2011 - Present
FIDUCIARYVEST, LLC
Office #1: 150 N. Radnor Chester Rd. Suite F-200, Radnor, PA 19087RIA
CRD#: 134351
RADNOR, PA
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".
FL
FIDUCIARYVEST, LLC
FIDUCIARYVEST, LLC
CRD#: 134351 / SEC#: 801-63958
RIA
Registered Investment Advisory firm - (2/17/2005 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.Highlighted states indicate IAR registrations
IAR
Pennsylvania(8/2/2011)
Exams
Current Firm
FL
FIDUCIARYVEST, LLC
FIDUCIARYVEST, LLC
CRD#: 134351 / SEC#: 801-63958
RIA
Registered Investment Advisory firm - (2/17/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5600 Roswell Road Building C, Atlanta, GA 30342
Mailing Address
Phone number
(404) 446-1270
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 59 |
| AUM (Assets Under Management) | $ 4,403,994,687 |
Red Flags
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