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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Michael Kiss is a financial advisor registered with Aspiriant, LLC. Jason Michael Kiss holds the Series 66 and Series 7 licenses. Jason Michael Kiss is a Certified Financial Planner. Jason Michael Kiss has been in the industry since 2000. Jason Michael Kiss has experience with both financial planning and portfolio management.
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.
Strategic management for diversified investment portfolios.
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
06/19/2014 - Present
Aspiriant, LLC (LOS ANGELES CA)
MD
05/09/2000 - 12/06/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 08/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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