JM
JM

Jason Anthony Mullins

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,404 clients
Average Client Portfolio
$190K average
Assets Under Management
$267.4M

Fee Structure

Minimum Investment:None
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Location

2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Jason owns rental property and dedicates minimal time to it. He also works as a broker for Creative Financial Strategies, spending about half his time managing securities, about half his time reviewing insurance needs and delivering policies, and about 10-20% of his time building financial plans. Finally, Jason is a board member for Triump Centre @ Bethel, dedicating a few hours per week.

Employment History
Current Registrations
Dai Wealth, LLC
December 2022 - Present · 3 yrs 2 mos
Dai Securities, LLCBroker
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Scf Investment Advisors, INC.
December 2016 - December 2022 · 6 yrs
Scf Securities, INC.Broker
December 2016 - December 2022 · 6 yrs
Fsc Securities Corporation
January 2012 - December 2016 · 4 yrs 11 mos
Fsc Securities CorporationBroker
December 2011 - December 2016 · 5 yrs
New England Securities Corporation
April 2010 - December 2011 · 1 yr 8 mos
New England SecuritiesBroker
February 2008 - December 2011 · 3 yrs 10 mos
State Registrations6 states
AZCOMONMOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.