Invested Better
Unclaimed

Unclaimed

Unclaimed

Jason Joseph Leiss

Flood, Bumstead, McCready & McCarthy, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jason? Claim Your Profile

About Jason Joseph Leiss

Jason Joseph Leiss is a Certified Financial Planner™ registered with Flood, Bumstead, McCready & McCarthy, Inc. Jason Leiss has been working in the financial industry since March 2010 and is currently registered as an Investment Advisor Representative with the state of Tennessee. Jason's experience includes providing financial planning, investment management, and other advisory services to individuals and high-net-worth clients. Jason is also a member of Attlease Properties LLC, a real estate investment company.

Firm Information

Jason Leiss is currently registered with Flood, Bumstead, McCready & McCarthy, Inc.. Flood, Bumstead, McCready & McCarthy, Inc. is an investment advisor with 10 investment advisor representatives and 11 investment advisory functions. The firm advises 100 high-net-worth individuals and 30 individuals other than high-net-worth. Their services include financial planning and selection of other advisors.

Not reported

Assets Under Management

130

Total Clients

16

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Business management fee based on % of entertainment income

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jason Leiss’s Registration & Firm History

TN

04/26/2023 - Present

Flood, Bumstead, McCready & McCarthy, Inc. (NASHVILLE TN)

Not sure if Jason Joseph Leiss is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Joseph Leiss.
Not sure if Jason Joseph Leiss is right for you?