Jason Zwibel
Jason Zwibel is a registered investment advisor at Garden State Investment Advisory Services, LLC, based in Wellington, FL, with 31 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,122 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
3319 State Road 7, Suite 305, Wellington, FL, 33449
Get directionsHistory
Regulatory History (6)
Customer Dispute
August 2019Customer Dispute
November 2017Customer Dispute
June 2007Customer Dispute
November 2000Customer Dispute
April 1998Employment Separation After Allegations
November 1994Other Business Activities
Jason is involved with several entities named JEZ Capital, primarily focused on rental property management, with JEZ Capital IV requiring full-time hours. He also dedicates minimal time to the Zwibel Foundation and We Kick Brass as a consultant.
Employment History
Current Registrations
Garden State Investment Advisory Services, LLC
Garden State Securities, INC.Broker
Previous Registrations
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
First Securities USA, INC.Broker
Brookstreet Securities CorporationBroker
Josephthal & CO., INC.Broker
A. R. Baron & CO., INC.Broker
D. H. Blair & CO., INC.Broker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.