Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Danziger is a financial advisor registered with Corient. Jason is a CERTIFIED FINANCIAL PLANNER™ professional, holds the Series 66, Series 7 and SIE licenses. Jason has been in the financial industry since 2010 and has previously worked for firms such as Avalon Wealth Management LLC, Goldman Sachs & Co. LLC and Mercer Allied Company, L.P. Jason specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
TX
05/02/2023 - Present
Corient (Houston TX)
TX
06/19/2019 - 05/05/2023
AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)
TX
06/02/2014 - 03/21/2019
GOLDMAN SACHS & CO. LLC (HOUSTON TX)
TX
11/10/2010 - 06/08/2015
MERCER ALLIED COMPANY, L.P. (DALLAS TX)
BOTH
Issued 01/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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