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Jason Wayne Pinkham

Sonder Partners

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About Jason Wayne Pinkham

Jason Wayne Pinkham is an investment advisor representative with Sonder Partners, a registered investment advisor firm based in Kennebunkport, ME. Jason holds a Series 65 and 66 license. Jason has been in the investment industry for over 20 years, previously working at Morgan Stanley DW Inc. and Dynasty Financial Partners. Jason's experience and qualifications make him well-suited to providing investment advice to individuals.

Firm Information

Jason Pinkham is currently registered with Sonder Partners. Sonder Partners is an investment advisor managing $7.5 million in assets for 46 high-net-worth individuals. They provide portfolio management services for individuals.

$7.50M

Assets Under Management

Not reported

Total Clients

1

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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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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percentage of assets

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

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other

Referral fees

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Jason Pinkham’s Registration & Firm History

ME

01/29/2021 - Present

Sonder Partners (Kennebunkport ME)

NY

01/07/2003 - 05/03/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 11/25/2020

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 04/04/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/07/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 01/06/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Wayne Pinkham.
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