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Lauren Hester Jason

Dominion Portfolio Management, Inc.

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About Lauren Hester Jason

Lauren Hester Jason is a registered representative and investment advisor representative with Dominion Portfolio Management, Inc. Lauren has been in the securities industry since September 2013. Lauren holds a Series 66, Series 7, and SIE license. Lauren has worked with Dominion Investor Services, Inc. and Summit Brokerage Services, Inc. in the past. Lauren has a variety of other business interests including insurance sales, accounting and tax preparation, real estate and asset marketing services.

Firm Information

Lauren Jason is currently registered with Dominion Portfolio Management, Inc.. Dominion Portfolio Management, Inc. is a registered investment advisor based in Marble Falls, Texas. The firm manages approximately $153 million in assets for 950 clients, primarily individuals. Dominion Portfolio Management, Inc. provides portfolio management services for individuals.
Dominion Portfolio Management, Inc.

1002 MARBLE HEIGHTS DR

MARBLE FALLS, TX 78654

$153.01M

Assets Under Management

Not reported

Total Clients

19

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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Lauren Jason’s Registration & Firm History

TX

02/15/2022 - Present

Dominion Portfolio Management, Inc. (CANTON TX)

TX

02/23/2017 - 07/20/2023

DOMINION INVESTOR SERVICES, INC. (CANTON TX)

TX

09/01/2016 - 03/06/2017

SUMMIT BROKERAGE SERVICES, INC. (CANTON TX)

TX

09/23/2013 - 09/01/2016

VSR FINANCIAL SERVICES, INC. (CANTON TX)

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Licenses & Designations

BOTH

Issued 01/07/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lauren Hester Jason.
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