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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Castillo is a financial advisor who has been working in the industry since 2014. Jason Castillo is currently registered with Kovitz Investment Group Partners, LLC and is licensed to provide investment advisory services in Illinois. Jason Castillo has previously been employed by Kovitz Securities, LLC, Nuveen Securities, Eze Software Group and Kovitz Investment Group Partners, LLC. Jason Castillo is also licensed in Illinois. Jason Castillo has passed the Series 66, Series 7 and SIE exams. Jason Castillo's specializations include asset allocation, portfolio management, retirement planning, college savings plans, and insurance. Jason Castillo provides investment advisory services to individuals, families, businesses, and trusts.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
03/15/2019 - Present
Kovitz Investment Group Partners, LLC (CHICAGO IL)
IL
09/17/2018 - 11/30/2020
KOVITZ SECURITIES, LLC (CHICAGO IL)
BOTH
Issued 01/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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