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Jason Paul Dye

McLean Asset Management Corp.

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About Jason Paul Dye

Jason Dye is an investment advisor representative with McLean Asset Management Corp.. Jason has been in the industry since 2008 and is registered in Virginia. Jason has a Series 66 and Series 63 license, as well as a Series 7 and SIE license. Jason is also a Certified Financial Planner. McLean Asset Management Corp. is a Registered Investment Advisor that specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

Firm Information

Jason Dye is currently registered with McLean Asset Management Corp.. McLean Asset Management Corp. is a registered investment advisor based in Tysons, Virginia. The firm offers financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals, businesses, and pooled investment vehicles. McLean Asset Management Corp. has approximately $819.2 million in regulatory assets under management.
McLean Asset Management Corp.

1900 GALLOWS ROAD

TYSONS, VA 22182

$819.20M

Assets Under Management

2

Total Clients

17

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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 Dye’s Registration & Firm History

VA

01/15/2015 - Present

McLean Asset Management Corp. (TYSONS VA)

MD

03/21/2014 - 11/05/2014

RAYMOND JAMES & ASSOCIATES, INC. (WESTMINSTER MD)

MD

09/03/2008 - 02/05/2009

CITIGROUP GLOBAL MARKETS INC. (BALTIMORE MD)

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Licenses & Designations

BC

Issued 04/08/2014

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 09/26/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/05/2014

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Paul Dye.
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