Unclaimed Profile

Jason Matthew Kos

PRIVUS FINANCIAL, LLC·DALLAS, Texas

Clean recordPRIVUS FINANCIAL, LLC

13355 NOEL ROAD, SUITE 1450, DALLAS, TX 75240CRD# 6889147Firm CRD# 291495

Profile Verification

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

Identity

Jason Matthew Kos · DALLAS, TX

Registration

CRD #6889147 · PRIVUS FINANCIAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jason Matthew Kos is a registered financial advisor based in DALLAS, Texas, affiliated with PRIVUS FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Client Types

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PRIVUS FINANCIAL, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at PRIVUS FINANCIAL, LLC →

Services

Financial planning

Security ratings or pricing services

Background

Compensation

Subscription fees

Other: REFER TO SCHEDULE D-MISCELLANEOUS FOR ADDT'L FEE INFORMATION

Regulatory

SEC/IARD CRD# 6889147

Firm CRD# 291495

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Frequently Asked Questions

What services does Jason Matthew Kos offer?

Jason Matthew Kos specializes in Financial Planning. Contact their office in DALLAS, Texas for a consultation.

What are Jason Matthew Kos's credentials?

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

Where is Jason Matthew Kos located?

Jason Matthew Kos is based in DALLAS, Texas, working with PRIVUS FINANCIAL, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Jason Matthew Kos charge for services?

Jason Matthew Kos's firm is compensated through subscription fees, other: refer to schedule d-miscellaneous for addt'l fee information. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIVUS FINANCIAL, LLC?

PRIVUS FINANCIAL, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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