Unclaimed Profile

Jason Keith Macgregor

MINICHMACGREGOR WEALTH MANAGEMENT, LLC·SARATOGA SPRINGS, New York

Clean recordMINICHMACGREGOR WEALTH MANAGEMENT, LLC

21 CONGRESS STREET, SARATOGA SPRINGS, NY 12866CRD# 2396461Firm CRD# 151237

Profile Verification

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

Identity

Jason Keith Macgregor · SARATOGA SPRINGS, NY

Registration

CRD #2396461 · MINICHMACGREGOR WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jason Keith Macgregor is a registered financial advisor based in SARATOGA SPRINGS, New York, affiliated with MINICHMACGREGOR WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Jason

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jason is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

MINICHMACGREGOR WEALTH MANAGEMENT, LLC

AUM

$501M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MINICHMACGREGOR WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2396461

Firm CRD# 151237

View on FINRA BrokerCheck →

Looking for a financial advisor in SARATOGA SPRINGS?

Browse all registered financial advisors in SARATOGA SPRINGS, New York or claim this profile if it's yours.

Browse SARATOGA SPRINGS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jason Keith Macgregor offer?

Jason Keith Macgregor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SARATOGA SPRINGS, New York for a consultation.

What are Jason Keith Macgregor's credentials?

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

Where is Jason Keith Macgregor located?

Jason Keith Macgregor is based in SARATOGA SPRINGS, New York, working with MINICHMACGREGOR WEALTH MANAGEMENT, LLC. Their office serves clients in the SARATOGA SPRINGS metropolitan area and surrounding communities.

How does Jason Keith Macgregor charge for services?

Jason Keith Macgregor'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 MINICHMACGREGOR WEALTH MANAGEMENT, LLC?

MINICHMACGREGOR WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $501M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →