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Jason James Weindorf is a Registered Investment Advisor Representative, licensed in New York. Jason is associated with Miracle Mile Advisors, LLC, located in Los Angeles, California. Jason also has experience with Weindorf and Company CPAs, LLP, a non-investment related firm, located in Commack, New York. Jason has been in the financial services industry for at least 2 years. Jason specializes in providing Financial Planning, Pension Consulting and Selection of Other Advisers. Jason holds the Series 65 Uniform Investment Adviser Law Examination license.
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.
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.
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.
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CA
12/24/2024 - Present
Miracle Mile Advisors, LLC (LOS ANGELES CA)
IA
Issued 12/16/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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