Jason
Mullins
Dai Wealth, LLC
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About this Advisor
Jason Mullins is a financial advisor based in Atlanta, Georgia, working with Dai Wealth, LLC. Jason has previously held positions at Fsc Securities Corporation, Scf Securities, Inc, Scf Investment Advisors, Inc, Dai Securities, LLC, and Dai Wealth, LLC. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Idaho, New Mexico, Oklahoma, and Texas. Currently, Jason is part of Dai Wealth, LLC, which operates out of Atlanta, Georgia. The firm has 9 offices and 28 employees. The firm manages assets totaling $152.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Dai Wealth, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dai Wealth, LLC Brokerage Details
$152,547,774
28
1,073
$142,169
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jason Mullins Work History
Dai Securities, LLC
Dai Wealth, LLC
Scf Securities, Inc
Scf Investment Advisors, Inc
Fsc Securities Corporation
Disclosures
Please visit the SEC profile of Jason Mullins 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 Dai Wealth, LLC
Atlanta, GA
Mankato, MN
Atlanta, GA
Atlanta, GA
Hingham, MA
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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