Jason Carrier, financial advisor Old Saybrook CT

Jason Carrier

CRD Number: 4553561
Current Firm: Sound Income Strategies, LLC

Jason Carrier (CRD# 4553561) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Old Saybrook, CT and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Sound Income Strategies, LLC Old Saybrook, CT Apr 2015 - Current 8
Scranton Financial Group Westbrook, CT Oct 2006 - Current 17
Broker Dealer Financial Services Corp. Westbrook, CT Sep 2011 - Dec 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S66 NASAA Uniform Combined State Law Examination Apr 2015
Contact Info for Jason D. Carrier
Phone Number: 954-487-1860
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    2,669
    MILLIONS
  • Total Number of Accounts
    20,938
    ACCOUNTS
  • Average Account Value
    $127,465
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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