Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Patrick Rodnick is an Investment Advisor Representative at Osborne Partners. Jason holds a Series 65 license and is a Chartered Financial Analyst. Jason has worked in the financial services industry since September 2010. Jason has experience with a variety of clients, including high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles. Jason specializes in providing financial planning, portfolio management, and selection of other advisors services.
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.
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.
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.
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CA
11/14/2018 - Present
Osborne Partners (SAN FRANCISCO CA)
IA
Issued 02/14/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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