JG
JG

Jason Thomas Griffin

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
Loading...

Location

5959 Topanga Canyon Blvd, Suite 180, Woodland Hills, CA, 91367

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 the Chief Compliance Officer at Regal Advisory Services, dedicating about half his time to compliance and supervision. He also provides life insurance and long-term care, spends about 10-20% of his time preparing tax returns through Jason T Griffin Tax Prep Services and Griffin and Associates, Inc.

Employment History
Current Registrations
Osaic Wealth, INC.
February 2015 - Present · 11 yrs
Regal Advisory Services, INC.
September 2002 - Present · 23 yrs 5 mos
Osaic Wealth, INC.Broker
July 2002 - Present · 23 yrs 7 mos
State Registrations44 states
AKALARAZCACOCTFLGAHIIDILINKSKYLAMAMDMEMIMOMSMTNCNENJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jason Thomas Griffin - Financial Advisor | TrueAdvisor