Jason Daniel O'donnell

Alden Investment Group

20 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningBusiness Owners

Alden Investment Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

41 advisors

Number of Clients

978 clients

Average Client Portfolio

$326K average

Assets Under Management

$319.2M

Fee Structure

Minimum Investment:$25K

Location

37 West Ave, Suite 301, Wayne, PA, 19087

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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.

Other Business Activities

Jason is involved with Burpee Gardening since May 2024. This non-investment related activity takes nearly full-time.

Employment History

Current Registrations

Alden Investment Group

April 2022 - Present · 3 yrs 10 mos

Alden Capital

January 2020 - Present · 6 yrs 1 mo

J. Alden Associates, INC.

January 2019 - Present · 7 yrs 1 mo

J. Alden Associates, INC.Broker

January 2019 - Present · 7 yrs 1 mo

Previous Registrations

Bluestone Capital Management, LLC

December 2014 - May 2022 · 7 yrs 5 mos

Mcg Securities LLCBroker

October 2012 - December 2018 · 6 yrs 2 mos

Cv Brokerage, INCBroker

March 2012 - November 2012 · 8 mos

1914 Advisors

June 2008 - March 2012 · 3 yrs 9 mos

Boenning & Scattergood, INC.Broker

January 2008 - March 2012 · 4 yrs 2 mos

Ryan Beck & CO.Broker

November 2003 - June 2005 · 1 yr 7 mos

M&t Securities, INC.Broker

October 2000 - December 2001 · 1 yr 2 mos

Keystone Brokerage, LLCBroker

September 2000 - October 2000 · 1 mo

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.