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Jason Nmn Prest

III CAPITAL MANAGEMENT·BOCA RATON, Florida
Series 7Clean recordIII CAPITAL MANAGEMENT
777 YAMATO ROAD, BOCA RATON, FL 33431CRD# 4475716Firm CRD# 113539

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Nmn Prest · BOCA RATON, FL
Registration
CRD #4475716 · III CAPITAL MANAGEMENT
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jason Nmn Prest is a registered financial advisor based in BOCA RATON, Florida, affiliated with III CAPITAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
III CAPITAL MANAGEMENT
III CAPITAL MANAGEMENT
AUM
$39.5B
Regulatory assets under management
Employees
8
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4475716
Firm CRD# 113539
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Nmn Prest offer?
Jason Nmn Prest specializes in Retirement Planning, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.
What are Jason Nmn Prest's credentials?
Jason Nmn Prest is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Nmn Prest located?
Jason Nmn Prest is based in BOCA RATON, Florida, working with III CAPITAL MANAGEMENT. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Jason Nmn Prest charge for services?
Jason Nmn Prest's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is III CAPITAL MANAGEMENT?
III CAPITAL MANAGEMENT has approximately 8 employees and manages $39.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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