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Jason Robert Schechter

Hartford Funds

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About Jason Robert Schechter

Jason Schechter is a Registered Representative and Investment Adviser Representative associated with Hartford Funds. Jason Schechter has 14 years of experience in the securities industry and is licensed to conduct business in Pennsylvania. Jason Schechter has passed Series 7, Series 24, Series 31, and Series 66 securities examinations. The individual has previously been employed by Fidelity Brokerage Services LLC, Morgan Stanley, and Citigroup Global Markets Inc. Jason Schechter is a Chartered Financial Analyst and is associated with Hartford Funds Distributors, LLC and Hartford Funds Management Company, LLC.

Firm Information

Jason Schechter is currently registered with Hartford Funds. Hartford Funds is a registered investment advisor based in WAYNE, PA. They manage a total of $128.8 billion in assets for clients such as investment companies, pooled investment vehicles, and state or municipal government entities. They provide portfolio management services for investment companies and pooled investment vehicles, as well as selection of other advisors. They also offer investment advice to states in connection with 529 plans and model recommendations.
Hartford Funds

690 LEE ROAD

WAYNE, PA 19087

$128.83B

Assets Under Management

4

Total Clients

45

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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registrant provides investment advice to states in connection with 529 plans and model recommendations

Registrant provides investment advice to states in connection with 529 plans and model recommendations

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees related to 529 plans and model recommendations.

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Jason Schechter’s Registration & Firm History

PA

03/20/2018 - Present

Hartford Funds (WAYNE PA)

NY

03/28/2013 - 11/17/2014

FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)

NY

06/01/2009 - 04/04/2013

MORGAN STANLEY (NEW YORK NY)

NY

03/31/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/15/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/01/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 03/28/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Robert Schechter.
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