Jason David Hendricks

CFP

Crestwood Advisors

6 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingHigh Net Worth

Crestwood Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

36 advisors

Number of Clients

1,140 clients

Average Client Portfolio

$6.2M average

Assets Under Management

$7.0B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

Minimum Annual Fee:$10,000

Location

One Liberty Square, Suite 500, Boston, MA, 02109

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History

Regulatory History (1)

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Customer Dispute

March 2008

Denied

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Employment History

Current Registrations

Crestwood Advisors

August 2022 - Present · 3 yrs 6 mos

Previous Registrations

Banc of America Investment Services, INC.

February 2008 - March 2009 · 1 yr 1 mo

Ameriprise Financial Services, INC.

June 2006 - March 2008 · 1 yr 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.