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Jason M Best

Mainstay Capital Management, LLC

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About Jason M Best

Jason Best is an Investment Advisor Representative with Mainstay Capital Management, LLC. Jason has been in the financial services industry since 1994. Jason has a series 7, 63 and 66.

Firm Information

Jason Best is currently registered with Mainstay Capital Management, LLC. Mainstay Capital Management, LLC is an investment advisor based in Grand Blanc, MI. The firm offers financial planning and portfolio management services for individuals and businesses, as well as educational seminars. Mainstay Capital manages approximately $4.2 billion in assets for 3,445 clients.
Mainstay Capital Management, LLC

10775 SOUTH SAGINAW

GRAND BLANC, MI 48439

$4.17B

Assets Under Management

Not reported

Total Clients

18

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

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

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Best’s Registration & Firm History

MI

09/22/2022 - Present

Mainstay Capital Management, LLC (GRAND BLANC MI)

MI

05/10/2018 - 10/12/2020

PRUCO SECURITIES, LLC. (TROY MI)

CT

02/26/2015 - 11/09/2016

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)

MI

01/21/2011 - 11/21/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DEARBORN MI)

OH

07/24/2008 - 12/08/2009

GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)

MI

03/21/2006 - 02/04/2008

THE HUNTINGTON INVESTMENT COMPANY (WARREN MI)

NY

02/09/2004 - 06/06/2005

IFMG SECURITIES, INC. (PURCHASE NY)

IL

03/27/2002 - 04/16/2003

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MN

03/29/1994 - 12/20/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/29/1994 - 12/20/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/29/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/31/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2024

Series 24 - General Securities Principal Examination

BC

Issued 01/05/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason M Best.
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