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Jason R. Watson

McAdam LLC

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About Jason R. Watson

Jason R. Watson is a financial professional with over 20 years of experience in the industry. Jason is currently registered with McAdam LLC as an Investment Advisor Representative. Jason has held previous positions at NEW ENGLAND SECURITIES and Purshe Kaplan Sterling Investments. Jason is licensed in Maine, Maryland, New Jersey, New York and Pennsylvania. Jason specializes in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. Jason is also a registered representative of McAdam Institutional Brokerage.

Firm Information

Jason Watson is currently registered with McAdam LLC. McAdam LLC is a financial advisory firm headquartered in Philadelphia, Pennsylvania, with 180 licensed agents, 156 investment adviser representatives, and 45 registered representatives. They manage approximately $1.74 billion in assets for a diverse client base, including high-net-worth individuals, corporations, individuals, charitable organizations, and pension and profit-sharing plans. McAdam LLC offers financial planning, portfolio management for businesses and individuals, and selection of other advisors.
McAdam LLC

1880 JOHN F KENNEDY BOULEVARD

PHILADELPHIA, PA 19103

$1.74B

Assets Under Management

737

Total Clients

138

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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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 Watson’s Registration & Firm History

PA

03/23/2017 - Present

McAdam LLC (Philadelphia PA)

PA

05/27/2002 - 04/08/2013

NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)

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Licenses & Designations

IA

Issued 01/28/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/28/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 8 public disclosures for Jason R. Watson. Review regulatory record here.
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