Jason
Clark

Icma Retirement Corporation

CRD#2540186
Investment Advisor
in Washington, DC
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About this Advisor

Jason Clark is a certified financial planner in Washington, D.C. Currently a registered investment advisor with Icma Retirement Corporation, they have accumulated a notable 24 years of experience as a financial advisor. Clark has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Clark is able to serve investors based out of Alabama, Colorado, Florida, Idaho, Maine, Alaska, Arizona, Hawaii, Illinois, Kentucky, Arkansas, Iowa, California, Washington, D.C., Kansas, Connecticut, Louisiana, Delaware, Indiana, Georgia, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Hampshire, New Jersey, North Carolina, North Dakota, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Virginia, Washington, Wisconsin, West Virginia, Montana, Nebraska, New Mexico, Ohio, Utah and Vermont. The advisor has gained experience at New England Securities and Icma Retirement Corporation. Icma Retirement Corporation is headquartered in Washington, D.C. Overall, Icma Retirement Corporation oversees $47 billion in assets across 57 accounts and retains more than 865 people. The firm's total assets under management places it among the biggest firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisor firm's 57 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Icma Retirement Corporation can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

777 North Capitol Street Ne, Suite 600
Washington, DC 20002-4240

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Icma Retirement Corporation Brokerage Details

Total Assets Under Management

$2,506,042,249

DC Average: $4,886,152,200
Total Number of Employees

873

DC Average: 60
Total Number of Accounts

2

DC Average: 205
Average Account Size

$1,253,021,124

DC Average: $23,834,889

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Jason Clark Work History

Jason has 24 years of experience.

2004 - Present (15 years)

Icma Retirement Corporation

1994 - Present (25 years)

New England Securities

Disclosures

Jason Clark has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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