Jason Kirsch (CRD# 5925759) is an Investment Advisor Representative working at Grow, LLC in Portland, OR and has over 9 years of experience in the finance industry. Jason Kirsch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Osaic Wealth, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Author | Syosset, NY | Jan 2016 - Current | 8 |
| Seeking Alpha | Los Angeles, CA | Dec 2016 - Jun 2022 | 5 |
| Raymond James Financial Services, Inc. | Deerfield, IL | May 2015 - Dec 2016 | 1 |
| Raymond James Financial Services Advisors Inc. | Deerfield, IL | May 2015 - Dec 2016 | 1 |
| Marcum Financial Services | Deerfield, IL | Jan 2015 - Dec 2016 | 1 |
| Outside The Box Branding And Promotion | Syosset, NY | Aug 2015 - Feb 2016 | < 1 |
| Raymond James Financial Services, Inc. | Melville, NY | Feb 2015 - May 2015 | < 1 |
| Unemployed | Syosset, NY | Apr 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- OR
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Total Assets Under Management2MILLIONS
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Total Number of Accounts18ACCOUNTS
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Average Account Value$86,111
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, OR
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