JR
JR

Jason Allen Reesey

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3151 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Minimum Investment:$1K
Loading...

Location

One Research Drive, Suite 100B, Westborough, MA, 01581

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jason is involved with Financial Foundations, selling fixed insurance and providing financial planning/consulting services. He is also a co-owner of Financial Foundation Inc., which facilitates securities, advisory, and insurance business, taking about a quarter of his time.

Employment History
Current Registrations
Financial Foundations, INC.
August 2005 - Present · 20 yrs 6 mos
Commonwealth Financial Network
August 2005 - Present · 20 yrs 6 mos
Commonwealth Financial NetworkBroker
June 2001 - Present · 24 yrs 8 mos
State Registrations22 states
AZCACOCTDCFLILMAMDMEMIMSNCNHNJNYPARISCTNTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.