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Jason Beatty

Willow Financial LLC

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About Jason Beatty

Jason Beatty is an Investment Advisor Representative associated with Willow Financial LLC. Jason has been in the financial services industry since March 2011. Jason Beatty is licensed in Arkansas and has passed the Uniform Investment Adviser Law Examination. Willow Financial LLC is an investment advisor with 5 employees, registered in Arkansas, and licensed to provide investment advisory services. Their firm has 110460632 dollars under management. They provide financial planning services, portfolio management services for individuals, and selection of other advisers.

Firm Information

Jason Beatty is currently registered with Willow Financial LLC. Willow Financial LLC is a registered investment advisor with 5 investment adviser representatives and manages approximately $110,460,632 in assets. They provide financial planning, selection of other advisers, and portfolio management for individuals and high-net-worth individuals. Their client base includes 38 high-net-worth individuals with $76,433,092 in assets under management and 65 individuals other than high-net-worth individuals with $34,027,540 in assets under management.

$110.46M

Assets Under Management

Not reported

Total Clients

5

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Jason Beatty’s Registration & Firm History

AR

07/31/2024 - Present

Willow Financial LLC (ROGERS AR)

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Licenses & Designations

IA

Issued 06/28/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Beatty.
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