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Jason Jeffrey Minard

TWEEDY, BROWNE COMPANY LLC·STAMFORD, Connecticut
Unclaimed Profile
ONE STATION PLACE, STAMFORD, CT 06902CRD# 2534329Firm CRD# 6857
01

About

Jason Jeffrey Minard is a registered financial advisor based in STAMFORD, Connecticut, affiliated with TWEEDY, BROWNE COMPANY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
TWEEDY, BROWNE COMPANY LLC
TWEEDY, BROWNE COMPANY LLC
AUM
$8.9B
Regulatory assets under management
Employees
42
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2534329
Firm CRD# 6857
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Jeffrey Minard offer?
Jason Jeffrey Minard specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in STAMFORD, Connecticut for a consultation.
What are Jason Jeffrey Minard's credentials?
Jason Jeffrey Minard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Jeffrey Minard located?
Jason Jeffrey Minard is based in STAMFORD, Connecticut, working with TWEEDY, BROWNE COMPANY LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Jason Jeffrey Minard charge for services?
Jason Jeffrey Minard's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TWEEDY, BROWNE COMPANY LLC?
TWEEDY, BROWNE COMPANY LLC has approximately 42 employees and manages $8.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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