Jason
Pueschel
Saxony Capital Management, LLC
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About this Advisor
Jason Pueschel is a financial advisor who works out of Hebron, Connecticut who has 1 year of relevant experience. Pueschel is an employee of Saxony Capital Management, LLC. Throughout their career, they have worked at Consultant, Preferred Capital Securities, LLC, Patrick Capital Markets, Saxony Capital Management, Bluerock Capital Markets LLC, Four Springs Capital Trust and Money Concepts Capital Corp. Pueschel holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Connecticut. Saxony Capital Management, LLC is an advisory business based out of Saint Louis, MO. It has offices in 22 locations and a total of seven financial advisors. It administers $163 million in assets across its 540 customer accounts, making it one of the mid-sized firms in the United States by assets under management. The firm serves one charitable organizations. Of its 540 client accounts, just 11% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Saxony Capital Management, LLC has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically depend on which services the firm provides the client. However, fees billed by Saxony Capital Management, LLC can include any combination of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Saxony Capital Management, LLC Brokerage Details
$163,089,052
7
540
$302,017
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jason Pueschel Work History
Jason has been registered as a financial advisor for 1 years.*
Saxony Capital Management
Patrick Capital Markets
Consultant
Money Concepts Capital Corp
Consultant
Preferred Capital Securities, LLC
Consultant
Four Springs Capital Trust
Bluerock Capital Markets LLC
*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 Pueschel 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 Saxony Capital Management, LLC
Hamilton, OH
Suttons Bay, MI
Chesterfield, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Hebron, CT
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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