Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason David Kaplan is a financial professional who has been active in the investment industry since 1998. He has a diverse background with experience at multiple firms including Quasar Distributors, LLC and First Fund Distributors, Inc. Currently, Jason David Kaplan is registered with Howard Capital Management Group, LLC. Jason David Kaplan's specializations include providing investment advice to high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
12/10/2020 - Present
Howard Capital Management Group, LLC (LOS ANGELES CA)
ME
10/04/2001 - 12/31/2003
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
08/30/1999 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
IA
Issued 01/27/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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