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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 Robert Hamilton is a financial advisor who is registered with the state of Florida. Jason has been in the industry for over 23 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and investment companies. Jason is affiliated with MAI Capital Management, LLC.
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.
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.
Due diligence/research
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.
Percentage of non-investment income
1
2
FL
02/14/2023 - Present
MAI Capital Management, LLC (Ponte Vedra Beach FL)
FL
10/06/2003 - 10/04/2022
VOYA FINANCIAL PARTNERS, LLC (TAMPA FL)
FL
02/15/2012 - 12/16/2014
VOYA FINANCIAL ADVISORS, INC. (WESLEY CHAPEL FL)
NJ
01/08/2003 - 10/02/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MA
02/03/1999 - 08/12/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/03/1999 - 08/12/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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