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Daniel Jerome Mason

FIRST MASON FINANCIAL, LLC·MEDINA, Ohio
SIE, Series 7, Series 66Clean record24 years registeredFIRST 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 · 24 years registered
Brand Profile
Not yet started
01

Career History

FIRST MASON FINANCIAL, LLC
Jan 2022 – present
FIRST MASON FINANCIAL, LLC
Jan 2010 – Dec 2021
MEDINA, OH
FIRST MASON FINANCIAL, LLC
Aug 2008 – Dec 2009
NORTH ROYALTON, OH
TRIAD ADVISORS, INC.
Jun 2007 – Oct 2008
Medina, OH
PRIM ADVISORS, INCORPORATED
Jun 2007 – Jun 2007
CLEVELAND, OH
UBS FINANCIAL SERVICES INC.
May 2002 – Feb 2004
BEACHWOOD, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · May 14, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FIRST MASON FINANCIAL, LLC
CRD 145025 · SEC 801-72315
AUM
$140M
Regulatory assets under management
Employees
3
677 client accounts
Services offered by FIRST MASON FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at FIRST MASON FINANCIAL, LLC →
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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.
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