Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
14,671 clients
Average Client Portfolio
$645K average
Assets Under Management
$9.5B

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

10 Wilsey Square, Suite 200, Ridgewood, NJ, 07450

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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.

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Employment History
Current Registrations
Advisors Capital Management, LLC
April 2025 - Present · 10 mos
Previous Registrations
Empower Advisory Group, LLC
March 2024 - April 2025 · 1 yr 1 mo
Fisher Investments
November 2015 - July 2023 · 7 yrs 8 mos
Primevest Financial Services, INC.
January 2009 - March 2012 · 3 yrs 2 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Jason David Dray - Financial Advisor | TrueAdvisor