Unclaimed Profile

Jason Lindsay Ball

BALL & COMPANY·THOUSAND OAKS, California

Clean recordBALL & COMPANY

1000 NEWBURY ROAD, THOUSAND OAKS, CA 91320CRD# 2769170Firm CRD# 133950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Lindsay Ball · THOUSAND OAKS, CA

Registration

CRD #2769170 · BALL & COMPANY

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jason Lindsay Ball is a registered financial advisor based in THOUSAND OAKS, California, affiliated with BALL & COMPANY. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BALL & COMPANY WEALTH MANAGEMENT, INC.

BALL & COMPANY

AUM

$175M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BALL & COMPANY WEALTH MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2769170

Firm CRD# 133950

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jason Lindsay Ball offer?

Jason Lindsay Ball specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in THOUSAND OAKS, California for a consultation.

What are Jason Lindsay Ball's credentials?

Jason Lindsay Ball is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Lindsay Ball located?

Jason Lindsay Ball is based in THOUSAND OAKS, California, working with BALL & COMPANY. Their office serves clients in the THOUSAND OAKS metropolitan area and surrounding communities.

How does Jason Lindsay Ball charge for services?

Jason Lindsay Ball's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BALL & COMPANY?

BALL & COMPANY has approximately 4 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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