linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jason Bonn

Woodmont Investment Counsel, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jason? Claim Your Profile

About Jason Bonn

Jason Bonn is a financial advisor registered with Woodmont Investment Counsel, LLC. Jason is registered as an Investment Advisor Representative (IAR) with the state of Tennessee. Jason is a Certified Financial Planner and has over 8 years of experience in the financial services industry. Jason's prior experience includes working at Lincoln Financial Securities Corporation and Chisholm Trail Financial Group. Jason specializes in retirement planning, college savings, and investment management. Jason's current registrations are with the states of Tennessee and Texas.

Firm Information

Jason Bonn is currently registered with Woodmont Investment Counsel, LLC. Woodmont Investment Counsel, LLC is an investment advisor headquartered in Nashville, TN. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. As of their latest filing, they manage approximately $1.41 billion in assets for a total of 1,299 clients, primarily consisting of high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. They also provide services to corporations or other businesses.
Woodmont Investment Counsel, LLC

3825 BEDFORD AVE

NASHVILLE, TN 37215

$1.41B

Assets Under Management

Not reported

Total Clients

12

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jason Bonn’s Registration & Firm History

TN

03/22/2022 - Present

Woodmont Investment Counsel, LLC (NASHVILLE TN)

TX

10/25/2019 - 02/04/2022

LINCOLN FINANCIAL SECURITIES CORPORATION (ROUND ROCK TX)

Not sure if Jason Bonn is right for you?

Licenses & Designations

BOTH

Issued 07/01/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/25/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Bonn.
Not sure if Jason Bonn is right for you?