Lauren Jason
Lauren Jason is a registered investment advisor at Calton & Associates, INC., based in Canton, TX, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
951 West Dallas Street, Canton, TX, 75103
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Regulatory History
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
Lauren is involved in several business activities, including insurance sales, accounting/tax preparation, real estate/asset marketing, and farm/ranch management. She dedicates about half her time to accounting and tax preparation, about a quarter of her time to farm/ranch management, and about 10-20% of her time to real estate/asset marketing, insurance sales, and real estate sales. She also dedicates minimal time to the Canton Little Dribblers board.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Dominion Portfolio Management, INC.
Previous Registrations
Dominion Investor Services, INC.Broker
Dominion Portfolio Management, INC.
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Vsr Advisory Services
Vsr Financial Services, 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.