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Jason Avrum Edelson

March Capital Corp.

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About Jason Avrum Edelson

Jason Avrum Edelson is a financial professional who is registered with March Capital Corp. in Chicago, Illinois. Jason has a Series 63, Series 82TO, and SIE license. Jason specializes in financial planning.

Firm Information

Jason Edelson is currently registered with March Capital Corp.. March Capital Corp. is a corporation registered with the SEC and in 25 states. It was formed on September 5, 1990, and provides portfolio management for individuals. The firm has 4 investment adviser representatives and manages approximately $83,479,520 in regulatory assets under management. The firm's primary client base consists of high-net-worth individuals and individuals other than high-net-worth, with assets under management of $79,593,503 and $3,886,017 respectively.

$83.48M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Edelson’s Registration & Firm History

IL

11/19/2022 - Present

March Capital Corp. (CHICAGO IL)

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Licenses & Designations

BC

Issued 09/20/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/19/2022

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 06/15/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Avrum Edelson.
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