AdvisorOS Directory
Claim Profile
JB

Jason Lindsay Ball

BALL & COMPANY·THOUSAND OAKS, California
Unclaimed Profile
1000 NEWBURY ROAD, THOUSAND OAKS, CA 91320CRD# 2769170Firm CRD# 133950
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BALL & COMPANY WEALTH MANAGEMENT, INC.
BALL & COMPANY
AUM
$175M
Regulatory assets under management
Employees
4
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2769170
Firm CRD# 133950
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in THOUSAND OAKS?

Browse all registered financial advisors in THOUSAND OAKS, California or claim this profile if it's yours.

Browse THOUSAND OAKS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in THOUSAND OAKS
Deborah Fassler Reed — REED & BALL, INC.Catherine Marian Clark — IBN ASSET MANAGEMENT, LLCJeffrey Arnold Borenstein — LAMIA FINANCIAL GROUP, INC.Tae Pom Ho — GOLD COAST SECURITIES, INC.Michael Earl Garner — MFA WEALTH SERVICES
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile