Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Fedak is an investment advisor representative for Core Planning. Jason holds the Series 65 license and has been in the industry since 2018. Jason is registered in Missouri and has a specialization in financial planning and portfolio management for individuals. In addition to Core Planning, Jason is also a physician assistant at New Milford Hospital ER in New Milford, CT. Core Planning manages $62,250,274 in regulatory assets under management. Core Planning provides portfolio management for individuals and financial planning services. Core Planning also provides advisory services to individuals other than high-net-worth and high-net-worth individuals.
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.
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.
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MO
02/18/2021 - Present
Core Planning (ST. LOUIS MO)
IA
Issued 06/01/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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