Jason
Shemtob
Aspiriant, LLC
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About this Advisor
Jason Shemtob is a certified financial planner operating in San Francisco, California, who has 5 years of industry experience. Shemtob is on the advisory team at Aspiriant, LLC. Their career trajectory has included roles at Golden Gate University, Fxcm, Dailyfx, Aspiriant LLC, Glass Lewis And Co. LLC and Aspiriant, LLC. Shemtob is registered to serve investors in California. Aspiriant, LLC is a registered investment business based out of Los Angeles, CA. It has offices in nine locations and a total of 197 financial advisors. It oversees $13 billion in total assets across its 10,745 accounts, placing it among the largest firms in the country by assets under management. The firm advises eight charitable organizations. Of its 10,745 customer accounts, 67% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually vary depending on the type of services offered. However, fee types charged by Aspiriant, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aspiriant, LLC Brokerage Details
$13,118,061,000
197
10,745
$1,220,853
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jason Shemtob Work History
Jason has been registered as a financial advisor for 5 years.*
Aspiriant, LLC
Aspiriant LLC
Aspiriant LLC
Aspiriant LLC
Aspiriant LLC
Fxcm, Dailyfx
Glass Lewis And Co. LLC
Golden Gate University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Shemtob to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aspiriant, LLC
Mountain View, CA
San Diego, CA
Los Angeles, CA
Los Angeles, CA
New York, NY
Los Angeles, CA
Waukesha, WI
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
