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JS

Jason Szczepkowski

MONTRUSCO BOLTON INVESTMENTS
Montreal, H3A 3M8
Some features on this profile are disabled
CRD#: 7892379
JS

Professional summary

Jason Szczepkowski is a registered financial advisor currently at MONTRUSCO BOLTON INVESTMENTS INC. .

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jason has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Szczepkowski'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

December 23, 2024 - Present

MONTRUSCO BOLTON INVESTMENTS INC.

Office #1: 1501 Mcgill College Avenue Suite 1200, Montreal, H3A 3M8
RIA
CRD#: 154475
Montreal,

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".
MB
MONTRUSCO BOLTON INVESTMENTS INC.
MONTRUSCO BOLTON INVESTMENTS INC. | MONTRUSCO BOLTON INVESTMENTS, INC.

CRD#: 154475 / SEC#: 801-71803

RIA
Registered Investment Advisory firm - (9/13/2010 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
Texas
(12/23/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/23/2024
Uniform Investment Adviser Law Examination

Current Firm

MB
MONTRUSCO BOLTON INVESTMENTS INC.
MONTRUSCO BOLTON INVESTMENTS INC. | MONTRUSCO BOLTON INVESTMENTS, INC.

CRD#: 154475 / SEC#: 801-71803

RIA
Registered Investment Advisory firm - (9/13/2010 Approved)
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Contact information

Main Address
1501 Mcgill College Avenue Suite 1200, Montreal, Quebec, H3A 3M8
Mailing Address
Phone number
(514) 842-6464
Established
Firm type
Fiscal year end
# of Employees
65

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

MONTRUSCO BOLTON FORM ADV PART 2A - FIRM BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts607
AUM (Assets Under Management)$ 12,261,249,826

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

MONTRUSCO BOLTON INVESTMENTS INC.

CRD#: 154475Montreal, H3A 3M8

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