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Jason Lee Marsh

HAZLETT, BURT & WATSON, INC.·WHEELING, West Virginia
Unclaimed Profile
1300 CHAPLINE STREET, WHEELING, WV 26003CRD# 4792963Firm CRD# 396
01

About

Jason Lee Marsh is a registered financial advisor based in WHEELING, West Virginia, affiliated with HAZLETT, BURT & WATSON, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HAZLETT, BURT & WATSON, INC.
SECURITY CAPITAL MANAGEMENT
AUM
$1.0B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at HAZLETT, BURT & WATSON, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4792963
Firm CRD# 396
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Lee Marsh offer?
Jason Lee Marsh specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WHEELING, West Virginia for a consultation.
What are Jason Lee Marsh's credentials?
Jason Lee Marsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Lee Marsh located?
Jason Lee Marsh is based in WHEELING, West Virginia, working with HAZLETT, BURT & WATSON, INC.. Their office serves clients in the WHEELING metropolitan area and surrounding communities.
How does Jason Lee Marsh charge for services?
Jason Lee Marsh's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HAZLETT, BURT & WATSON, INC.?
HAZLETT, BURT & WATSON, INC. has approximately 21 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WHEELING
Arthur Lawrence Crimmins — MCKINLEY CARTER WEALTH SERVICES, INC.Brian Tyrone Gongaware — MCKINLEY CARTER WEALTH SERVICES, INC.William R Shipley — MCKINLEY CARTER WEALTH SERVICES, INC.Frederic Howells Tipper — MCKINLEY CARTER WEALTH SERVICES, INC.David Holman Mckinley — MCKINLEY CARTER WEALTH SERVICES, INC.
Nearby cities in West Virginia
PARKERSBURG (17)CHARLESTON (13)HURRICANE (7)WEIRTON (4)SHEPHERDSTOWN (3)
City Guides
PARKERSBURG GuideCHARLESTON GuideHURRICANE GuideWEIRTON GuideSHEPHERDSTOWN Guide
Research
Advisor Fees in West VirginiaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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