Jason Gass (CRD# 4725528) is an Investment Advisor Representative working at Avantax Advisory Services in Biloxi, MS and has over 20 years of experience in the finance industry.
CRD# 1442341
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4404920
Stifel, Nicolaus & Company, Incorporated
CRD# 6898590
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sfs Of South Mississippi LLC | Biloxi, MS | Oct 2021 - Current | 2 |
| Avantax Insurance Agency, LLC | Biloxi, MS | Oct 2009 - Current | 14 |
| Avantax Advisory Services | Biloxi, MS | Oct 2006 - Current | 17 |
| Avantax Investment Services, Inc. | Biloxi, MS | Sep 2003 - Current | 20 |
| Strojny & Strojny | Biloxi, MS | Sep 2003 - Nov 2022 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
- MS
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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