Unclaimed Profile

Jason Lindsay Ball

BALL & COMPANY·THOUSAND OAKS, California

Series 7, Series 24, Series 31, Series 63Clean record27 years registeredBALL & 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 · 27 years registered

Brand Profile

Not yet started

Career History

BALL & COMPANY

Jun 2005 – present

LINSCO/PRIVATE LEDGER CORP.

Feb 1999 – May 2007

THOUSAND OAKS, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 31

Series 63

Registration record

First registered · February 9, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BALL & COMPANY WEALTH MANAGEMENT, INC.

CRD 133950 · SEC 801-78146

AUM

$175M

Regulatory assets under management

Employees

445 client accounts

Services offered by BALL & COMPANY WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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

Introduction

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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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