Unclaimed Profile

Jason Finger

UPPER90 CAPITAL MANAGEMENT, LP·PROVIDENCE, Rhode Island

Clean recordUPPER90 CAPITAL MANAGEMENT, LP

269 C SOUTH MAIN STREET, PROVIDENCE, RI 02903CRD# 7359032Firm CRD# 304179

Profile Verification

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

Identity

Jason Finger · PROVIDENCE, RI

Registration

CRD #7359032 · UPPER90 CAPITAL MANAGEMENT, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jason Finger is a registered financial advisor based in PROVIDENCE, Rhode Island, affiliated with UPPER90 CAPITAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

UPPER90 CAPITAL MANAGEMENT, LP

UPPER90

AUM

$816M

Regulatory assets under management

Employees

Total firm employees

View all advisors at UPPER90 CAPITAL MANAGEMENT, LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7359032

Firm CRD# 304179

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jason Finger offer?

Jason Finger specializes in Retirement Planning. Contact their office in PROVIDENCE, Rhode Island for a consultation.

What are Jason Finger's credentials?

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

Where is Jason Finger located?

Jason Finger is based in PROVIDENCE, Rhode Island, working with UPPER90 CAPITAL MANAGEMENT, LP. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.

How does Jason Finger charge for services?

Jason Finger's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UPPER90 CAPITAL MANAGEMENT, LP?

UPPER90 CAPITAL MANAGEMENT, LP has approximately 20 employees and manages $816M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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