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Jason Clark Kastner

WEATHERHELM CAPITAL MANAGEMENT LLC·CAMBRIDGE, New York
SIE, Series 3, Series 7, Series 63, Series 65Clean record15 years registeredWEATHERHELM CAPITAL MANAGEMENT LLC
5 WASHINGTON STREET, CAMBRIDGE, NY 12816CRD# 3268079Firm CRD# 175019

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Clark Kastner · CAMBRIDGE, NY
Registration
CRD #3268079 · WEATHERHELM CAPITAL MANAGEMENT LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

WEATHERHELM CAPITAL MANAGEMENT LLC
Mar 2015 – present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mar 2011 – Jan 2015
MANCHESTER CENTER, VT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 63
Series 65
Registration record
First registered · March 9, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEATHERHELM CAPITAL MANAGEMENT LLC
CRD 175019 · SEC 801-81110
AUM
$68M
Regulatory assets under management
Employees
2
197 client accounts
Services offered by WEATHERHELM CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WEATHERHELM CAPITAL MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Jason Clark Kastner offer?
Jason Clark Kastner specializes in Investment Management. Contact their office in CAMBRIDGE, New York for a consultation.
What are Jason Clark Kastner's credentials?
Jason Clark Kastner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Clark Kastner located?
Jason Clark Kastner is based in CAMBRIDGE, New York, working with WEATHERHELM CAPITAL MANAGEMENT LLC. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.
How does Jason Clark Kastner charge for services?
Jason Clark Kastner's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEATHERHELM CAPITAL MANAGEMENT LLC?
WEATHERHELM CAPITAL MANAGEMENT LLC has approximately 2 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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