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Jason Clark Kastner

WEATHERHELM CAPITAL MANAGEMENT LLC·CAMBRIDGE, New York
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5 WASHINGTON STREET, CAMBRIDGE, NY 12816CRD# 3268079Firm CRD# 175019
01

About

Jason Clark Kastner is a registered financial advisor based in CAMBRIDGE, New York, affiliated with WEATHERHELM CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
WEATHERHELM CAPITAL MANAGEMENT LLC
WEATHERHELM CAPITAL MANAGEMENT LLC
AUM
$68M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WEATHERHELM CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 3268079
Firm CRD# 175019
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in CAMBRIDGE
Lynn Marie Kastner — WEATHERHELM CAPITAL MANAGEMENT LLCMitsuo Eli Lockrow — CAMBRIDGE WEALTH MANAGEMENT, LLC
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