Jason Daniel Sayles

Capital Markets Iq, LLC

20 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Capital Markets Iq, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

827 clients

Average Client Portfolio

$545K average

Assets Under Management

$450.9M

Fee Structure

Minimum Investment:$100K

Minimum Annual Fee:$480

Location

5308 Central Avenue, St. Petersburg, FL, 33707

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History

Regulatory History (1)

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Regulatory

January 2016

Final

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Other Business Activities

Jason is a partner at Catapult Creative, a corporate training and consulting firm, and spends about half his time as Operations Manager. Jason is also the President and owner of Apex Wealth Consultants Inc., providing business, administrative, and consulting services, also taking about half of his time.

Employment History

Current Registrations

Capital Markets Iq, LLC

September 2017 - Present · 8 yrs 5 mos

Previous Registrations

Hajek Advisory Consultants, LLC

November 2014 - October 2016 · 1 yr 11 mos

NFP Securities, INC.Broker

June 2013 - February 2014 · 8 mos

Cetera Financial Specialists LLCBroker

December 2007 - June 2013 · 5 yrs 6 mos

Ffp Securities, INC.Broker

September 2003 - December 2007 · 4 yrs 3 mos

State Registrations6 states

CAFLLANCSCTX

Advisor

Exams

No exam information available for this advisor.