Jason Cort
Jason Cort is a registered investment advisor at Quadrant Private Wealth Management, LLC, based in Center Valley, PA, with 30 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 834 clients with $1.8B 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6M+ | 0.60% |
Fees may be negotiable. Assets allocated to 3rd Party Managers or Quadrant Enhanced Equity Strategy may be charged up to 2.00%.
Fee Estimator
Location
3850 Sierra Circle, Ste 300, Center Valley, PA, 18034
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2003Other Business Activities
Jason is an Investment Advisor Representative (IAR) at Quadrant Private Wealth Management, LLC, managing client wealth since 2015. This activity takes up more than full-time hours during trading periods.
Employment History
Current Registrations
Quadrant Private Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Quadrant Private Wealth, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Olde Discount CorporationBroker
State Registrations18 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.