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Jason M Barsema

HALO INVESTMENT SERVICES, LLC·MANHASSET, New York
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1129 NORTHERN BLVD., MANHASSET, NY 11030CRD# 5515197Firm CRD# 325613
01

About

Jason M Barsema is a registered financial advisor based in MANHASSET, New York, affiliated with HALO INVESTMENT SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
HALO INVESTMENT SERVICES, LLC
HALO INVESTMENT SERVICES, LLC
AUM
$31M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at HALO INVESTMENT SERVICES, LLC →
Services
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5515197
Firm CRD# 325613
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason M Barsema offer?
Jason M Barsema specializes in Fee-Only Advisory. Contact their office in MANHASSET, New York for a consultation.
What are Jason M Barsema's credentials?
Jason M Barsema is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason M Barsema located?
Jason M Barsema is based in MANHASSET, New York, working with HALO INVESTMENT SERVICES, LLC. Their office serves clients in the MANHASSET metropolitan area and surrounding communities.
How does Jason M Barsema charge for services?
Jason M Barsema'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 HALO INVESTMENT SERVICES, LLC?
HALO INVESTMENT SERVICES, LLC has approximately 15 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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