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Jason Michael Caras

Westwood Wealth Management

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About Jason Michael Caras

Jason Michael Caras is an investment advisor representative currently registered with Westwood Wealth Management, an investment firm headquartered in Dallas, Texas. Jason has been in the industry since 2006 and is licensed in Texas. His experience includes previous roles at KERSHNER TRADING GROUP, LLC in Austin, Texas, Bank of America in Houston, Texas and Frank Law Firm, also in Houston, Texas. Jason specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Jason Caras is currently registered with Westwood Wealth Management. Westwood Wealth Management is a Dallas, TX-based investment advisor with $433,271,448 in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. They have over 25 employees and 383 client accounts.
Westwood Wealth Management

200 CRESCENT COURT

DALLAS, TX 75201

$433.27M

Assets Under Management

1

Total Clients

9

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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robo advisory platform

Robo advisory platform

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jason Caras’s Registration & Firm History

TX

02/26/2024 - Present

Westwood Wealth Management (Houston TX)

TX

05/12/2006 - 11/28/2008

KERSHNER TRADING GROUP, LLC (AUSTIN TX)

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Licenses & Designations

IA

Issued 02/26/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/02/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/2006

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 05/11/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Michael Caras.
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