AdvisorOS Directory
Claim Profile
Unclaimed Profile
DM

Daniel Jerome Mason

FIRST MASON FINANCIAL, LLC·MEDINA, Ohio
Clean recordFIRST MASON FINANCIAL, LLC
33 PUBLIC SQUARE, MEDINA, OH 44256CRD# 4430474Firm CRD# 145025

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Jerome Mason · MEDINA, OH
Registration
CRD #4430474 · FIRST MASON FINANCIAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Jerome Mason is a registered financial advisor based in MEDINA, Ohio, affiliated with FIRST MASON FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

Speak with Daniel

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

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

03

Firm Overview

Firm
FIRST MASON FINANCIAL, LLC
FIRST MASON FINANCIAL, LLC
AUM
$140M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FIRST MASON FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4430474
Firm CRD# 145025
View on FINRA BrokerCheck →

Looking for a financial advisor in MEDINA?

Browse all registered financial advisors in MEDINA, Ohio or claim this profile if it's yours.

Browse MEDINA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Daniel Jerome Mason offer?
Daniel Jerome Mason specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MEDINA, Ohio for a consultation.
What are Daniel Jerome Mason's credentials?
Daniel Jerome Mason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Jerome Mason located?
Daniel Jerome Mason is based in MEDINA, Ohio, working with FIRST MASON FINANCIAL, LLC. Their office serves clients in the MEDINA metropolitan area and surrounding communities.
How does Daniel Jerome Mason charge for services?
Daniel Jerome Mason's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST MASON FINANCIAL, LLC?
FIRST MASON FINANCIAL, LLC has approximately 3 employees and manages $140M 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 →

More Advisors in MEDINA, Ohio

Sandra Catherine Thomas
THOMAS, SANDRA CATHERINE·MEDINA, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile