Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Martone is a Registered Representative of Merit Financial Advisors. Jason has been working in the financial services industry since 2004. Jason holds the Series 63 and Series 65 securities licenses. Jason Martone is currently registered in Wisconsin. The firm provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals. Merit Financial Advisors has over $7 Billion of regulatory assets under management. The firm's main office is located in Alpharetta, Georgia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting fees
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WI
01/02/2025 - Present
Merit Financial Advisors (Sheboygan Falls WI)
Active
Inactive
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