Jason
Cain

Svb Wealth

CRD#5440350
Investment Advisor
in North Palm Beach, FL

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About this Advisor

Jason Cain is a financial advisor who works out of North Palm Beach, Florida, with a total of 1 year of industry experience. Cain is an advisor for Svb Wealth. Cain has gained experience at Svb Wealth LLC (F/K/A) Boston Private Wealth LLC, Svb Wealth LLC, Bdo Usa, Llp, Mirador Family Wealth Advisors, Credit Suisse and Cynosure Management, LLC. Cain holds a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in California, Connecticut, Florida, Illinois, Massachusetts and New York. Svb Wealth is a company operating out of Boston, MA. The company has offices in 20 locations and a total of 246 employees. It administers $15 billion in assets under management among its 11,180 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 31 charitable organizations. Of its 11,180 accounts, 57% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The business provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fees largely depend on which services are provided. However, fee types billed by Svb Wealth may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11770 Us Highway 1 Suite E401
North Palm Beach, FL 33408

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Svb Wealth Brokerage Details

Total Assets Under Management

$14,755,784,415

FL Average: $16,012,751,954
Total Number of Employees

246

FL Average: 118
Total Number of Accounts

11,180

FL Average: 4,567
Average Account Size

$1,319,838

FL Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Jason Cain Work History

Jason has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

Cynosure Management, LLC

2022 - 2023 (1 year)

Svb Wealth LLC

2019 - 2022 (3 years)

Svb Wealth LLC (F/K/A) Boston Private Wealth LLC

2017 - 2019 (2 years)

Bdo Usa, Llp

2015 - 2017 (2 years)

Mirador Family Wealth Advisors

2011 - 2015 (4 years)

Credit Suisse

*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 Cain 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 Svb Wealth

Gustavo Arce
San Francisco, CA
Lorraine Monick
Miami, FL
Marcel Pfister
New York, NY
Sandra Healey
Boston, MA
Kyle Stephens
Salt Lake City, UT
Meghan Spear
Miami, FL
Qaysar Al Aboosi
Santa Clara, CA
Rina Echavez
Beverly Hills, CA

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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