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Jason Hyson Leblanc

Vere Global Wealth Management

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About Jason Hyson Leblanc

Jason Leblanc is a registered Investment Advisor Representative with Vere Global Wealth Management. Jason has been in the industry for over 25 years and has experience working with individuals and families. Jason is dedicated to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Jason Leblanc is currently registered with Vere Global Wealth Management. Vere Global Wealth Management is an investment advisor with 4 licensed agents, 5 investment adviser representatives, and 5 individuals who perform investment advisory functions. The firm manages $90,746,386 in total assets, with $90,746,386 under discretionary management. Vere Global Wealth Management provides financial planning, selection of other advisers, and portfolio management for individuals and businesses. They have 21 high-net-worth individuals and 288 individuals other than high-net-worth individuals as clients.

$90.75M

Assets Under Management

Not reported

Total Clients

5

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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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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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other

Percentage of plan assets; consulting fees, subadvisory services

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Jason Leblanc’s Registration & Firm History

TX

02/10/2016 - Present

Vere Global Wealth Management (Fulshear TX)

TX

04/06/2009 - 09/30/2015

GIRARD SECURITIES, INC. (Fulshear TX)

TX

03/16/2009 - 04/01/2009

WOODBURY FINANCIAL SERVICES, INC. (HOUSTON TX)

TX

08/28/1996 - 03/11/2009

STANFORD GROUP COMPANY (HOUSTON TX)

NA

01/26/1996 - 02/20/1996

STANFORD GROUP COMPANY

NY

05/24/1994 - 02/01/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/10/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/16/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/30/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 05/23/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 6 public disclosures for Jason Hyson Leblanc. Review regulatory record here.
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