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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 Clark is a financial advisor with Kovitz Investment Group Partners, LLC. Jason Clark has been in the financial services industry since 2002. Jason Clark is registered with the state of California and Texas. Kovitz Investment Group Partners, LLC is a financial advisory firm based in Chicago, Illinois. Kovitz Investment Group Partners, LLC provides a variety of financial services to individual and institutional clients, including portfolio management, financial planning, and investment advisory 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.
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.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
CA
05/14/2021 - Present
Kovitz Investment Group Partners, LLC (Aliso Viejo CA)
ME
06/22/2007 - 12/31/2012
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MO
11/09/2005 - 07/17/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
08/07/2002 - 11/03/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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