Jason Portnoy

OAKHOUSE PARTNERS, LLC·PARK CITY, Utah

Unclaimed Profile

1389 CENTER DRIVE, PARK CITY, UT 84098CRD# 6862185Firm CRD# 290187

About

Jason Portnoy is a registered financial advisor based in PARK CITY, Utah, affiliated with OAKHOUSE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Firm Overview

Firm

OAKHOUSE PARTNERS, LLC

AUM

—

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at OAKHOUSE PARTNERS, LLC →

Background

Compensation

Compensation details will be added during enrichment.

Regulatory

SEC/IARD CRD# 6862185

Firm CRD# 290187

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jason Portnoy offer?

Jason Portnoy is a registered financial advisor in PARK CITY, Utah. Contact their office for details on services offered.

What are Jason Portnoy's credentials?

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

Where is Jason Portnoy located?

Jason Portnoy is based in PARK CITY, Utah, working with OAKHOUSE PARTNERS, LLC. Their office serves clients in the PARK CITY metropolitan area and surrounding communities.

How large is OAKHOUSE PARTNERS, LLC?

OAKHOUSE PARTNERS, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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Nearby cities in Utah

SALT LAKE CITY (358)LEHI (82)DRAPER (54)PROVO (47)SANDY (44)

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Research

Advisor Fees in Utah National Fee Analysis

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