JF
Jason French
FRENCH CAPITAL MANAGEMENT
Jacksonville, FL 32223
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CRD#: 6222062
JF
Professional summary
Jason French, who also goes by Jason Ian French, is a registered financial advisor currently at FRENCH CAPITAL MANAGEMENT, LLC located in Jacksonville, Florida.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jason has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Ian French
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.
FRENCH CAPITAL MANAGEMENT LLC, 13080 Silver Oak Drive Jacksonville, FL 32223, INVESTMENT RELATED, OWNER, 03/2015-ONGOING, 0 HOURS PER MONTH, 0 TRADE HOURS FOURTH PARTY AFFILIATES LLC, 13080 Silver Oak Drive Jacksonville, FL 32223, NOT INVESTMENT RELATED, OWNER, 04/2010-ONGOING, 20 HOURS PER MONTH, 0 TRADE HOURS. Fourth Party Affiliates, LLC is legal name of French Capital Management for purposes of obtaining Service Disabled Veteran owned business status through department of Veterans Affairs. Johnson & Johnson 7500 Centurion Pkwy N, Jacksonville, FL 32256, NOT INVESTMENT RELATED, NON-OWNER, 06/2020 - ONGOING 160 HOURS PER MONTH - Engineering Technician Etsy.com - Resale of various items. Ebay.com - Resale of Various items. Get my boat.com - Rental of my boat. Rover.com - Animal Boarding services Rental income- From my property at 13080 Silver Oak Drive Jacksonville, Fl 32223 Mandarin Republican Club - President - 10 Hours/month Magellan Financial & Insurance - Investment Related - 5 hours per month
CRS (Client Relationship Summary) - RIA
Click below to view Jason French'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
October 5, 2018 - Present
FRENCH CAPITAL MANAGEMENT, LLC
Office #1: 13080 Silver Oak Drive, Jacksonville, FL 32223RIA
CRD#: 177517
Jacksonville, FL
Past
April 28, 2016 - January 17, 2017
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
Jacksonville, FL
Past
April 22, 2016 - January 17, 2017
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
Jacksonville, FL
Past
September 28, 2015 - April 19, 2016
FRENCH CAPITAL MANAGEMENT, LLC
RIA
CRD#: 177517
JACKSONVILLE, FL
Past
June 12, 2014 - January 27, 2015
EDWARD JONES
RIA
CRD#: 250
JACKSONVILLE, FL
Past
May 12, 2014 - January 27, 2015
EDWARD JONES
BD
CRD#: 250
JACKSONVILLE, FL
Past
January 1, 2014 - April 10, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
JACKSONVILLE, 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(10/5/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FC
FRENCH CAPITAL MANAGEMENT, LLC
FRENCH CAPITAL MANAGEMENT, LLC | FRENCH, JASON IAN
CRD#: 177517 / SEC#: 802-83168
Florida
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Contact information
Main Address
13080 Silver Oak Drive, Jacksonville, FL 32223
Mailing Address
13080 Silver Oak Drive, Jacksonville, FL 32223
Phone number
(904) 479-8843
Established
Firm type
Fiscal year end
# of Employees
1
0
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| SEC | ERA - Withdrawn | 10/5/2018 |
| Florida | ERA - Withdrawn | 7/19/2018 |
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.
Company Information
FRENCH CAPITAL MANAGEMENT, LLC
CRD#: 177517Jacksonville, FL 32223TRUST BUT VERIFY
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