Unclaimed Profile

Jason Edward Foster

OLD PORT ADVISORS, INC·PORTLAND, Maine

SIE, Series 7, Series 66Clean record20 years registeredOLD PORT ADVISORS, INC

130 MIDDLE STREET, PORTLAND, ME 04101-7104CRD# 2946937Firm CRD# 108228

Profile Verification

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

Identity

Jason Edward Foster · PORTLAND, ME

Registration

CRD #2946937 · OLD PORT ADVISORS, INC · 20 years registered

Brand Profile

Not yet started

Career History

OLD PORT ADVISORS

May 2012 – present

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Jun 2012

PORTLAND, ME

CITIGROUP GLOBAL MARKETS INC.

Feb 2006 – Jun 2009

PORTLAND, ME

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 23, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OLD PORT ADVISORS, INC

CRD 108228 · SEC 801-60130

AUM

$698M

Regulatory assets under management

Employees

2,276 client accounts

Services offered by OLD PORT ADVISORS, 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 OLD PORT ADVISORS, INC →

Introduction

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Frequently Asked Questions

What services does Jason Edward Foster offer?

Jason Edward Foster specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.

What are Jason Edward Foster's credentials?

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

Where is Jason Edward Foster located?

Jason Edward Foster is based in PORTLAND, Maine, working with OLD PORT ADVISORS, INC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Jason Edward Foster charge for services?

Jason Edward Foster'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 OLD PORT ADVISORS, INC?

OLD PORT ADVISORS, INC has approximately 12 employees and manages $698M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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