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Jason French

French Capital Management, LLC

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About Jason French

Jason French is a registered investment advisor in Florida and has over 8 years of experience in the financial industry. Jason has held previous roles at firms such as Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Securian Financial Services, Inc.. Jason's current firm is French Capital Management, LLC, where he focuses on providing investment advice for individuals and pension consulting. Jason offers personalized services based on individual needs and financial goals.

Firm Information

Jason French is currently registered with French Capital Management, LLC. French Capital Management, LLC is an investment advisor located in Jacksonville, FL. The firm provides portfolio management for individuals and pension consulting. They have 1 licensed agent and 1 investment adviser representative.

Not reported

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 French’s Registration & Firm History

FL

10/05/2018 - Present

French Capital Management, LLC (JACKSONVILLE FL)

FL

04/22/2016 - 01/17/2017

SECURIAN FINANCIAL SERVICES, INC. (Jacksonville FL)

FL

05/12/2014 - 01/27/2015

EDWARD JONES (JACKSONVILLE FL)

FL

01/01/2014 - 04/10/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

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Licenses & Designations

IA

Issued 04/26/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/25/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason French.
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