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Jason Carl Stelter

Triple Crown Wealth Management

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About Jason Carl Stelter

Jason Stelter is an investment advisor representative with Triple Crown Wealth Management. Jason is registered with the state of Kentucky, Ohio, Tennessee, Virginia and West Virginia. Jason is also a licensed insurance agent with Lexington Financial, LLC. Jason is the President of Lexington Financial, LLC.

Firm Information

Jason Stelter is currently registered with Triple Crown Wealth Management. Triple Crown Wealth Management is an independent registered investment advisor (RIA) with 2 licensed agents, 2 investment advisor representatives and 2 investment advisory functions. The firm manages approximately $8.44 million in regulatory assets under management for 150 accounts, primarily for individuals other than high-net-worth individuals. They provide portfolio management services for individuals.

$8.44M

Assets Under Management

Not reported

Total Clients

2

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 Stelter’s Registration & Firm History

KY

04/16/2019 - Present

Triple Crown Wealth Management (LEXINGTON KY)

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Licenses & Designations

IA

Issued 06/14/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Carl Stelter.
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