Jason Martin
Jason Martin is a registered investment advisor at Bedell Frazier Investment Counselling, LLC., based in Roseville, CA, with 23 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 554 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The maximum annual fee charged for Comprehensive Portfolio Management services will not exceed 1.25%. Fees are negotiable.
Fee Estimator
Location
1420 Rocky Ridge Drive Suite140, Roseville, CA, 95661
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2024Customer Dispute
March 2016Other Business ActivitiesSells Insurance
Jason works as an insurance agent for Capital Independent Insurance Services since January 2024, assessing client needs for insurance solutions. This requires minimal time.
Employment History
Current Registrations
Bedell Frazier Investment Counselling, LLC.
Capital Planning Advisors LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Comerica Securities
Comerica SecuritiesBroker
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Claymore Securities, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations1 state
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.