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John Michael Mason

MASON & ASSOCIATES, LLC·NEWPORT NEWS, Virginia
SIE, Series 7, Series 24, Series 66CFPClean record15 years registeredMASON & ASSOCIATES, LLC
2 BAYPORT WAY, NEWPORT NEWS, VA 23606CRD# 5809825Firm CRD# 307206

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Michael Mason · NEWPORT NEWS, VA
Registration
CRD #5809825 · MASON & ASSOCIATES, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

MASON & ASSOCIATES, LLC
Sep 2020 – present
CENTAURUS FINANCIAL, INC.
Sep 2010 – Oct 2020
NEWPORT NEWS, VA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · September 3, 2010
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MASON & ASSOCIATES, LLC
CRD 307206 · SEC 801-119343
AUM
$319M
Regulatory assets under management
Employees
9
1,311 client accounts
Services offered by MASON & ASSOCIATES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MASON & ASSOCIATES, LLC →
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05

Frequently Asked Questions

What services does John Michael Mason offer?
John Michael Mason specializes in Financial Planning, Investment Management. Contact their office in NEWPORT NEWS, Virginia for a consultation.
What are John Michael Mason's credentials?
John Michael Mason holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is John Michael Mason located?
John Michael Mason is based in NEWPORT NEWS, Virginia, working with MASON & ASSOCIATES, LLC. Their office serves clients in the NEWPORT NEWS metropolitan area and surrounding communities.
How does John Michael Mason charge for services?
John Michael Mason's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MASON & ASSOCIATES, LLC?
MASON & ASSOCIATES, LLC has approximately 9 employees and manages $319M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MASON & ASSOCIATES, LLC

Kenneth Tod Mason
NEWPORT NEWS, VA
Benjamin Edward Raikes
NEWPORT NEWS, VA
Michael Ray Mason
NEWPORT NEWS, VA
CFPChFC
Thomas Farrington Blackburn
NEWPORT NEWS, VA
CFPPFS

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