Jason
Sikorski
Wingate Wealth Advisors, Inc
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About this Advisor
Jason Sikorski is a financial advisor based in Lexington, Massachusetts, working with Wingate Wealth Advisors, Inc. Jason has previously held positions at Best Buy, Pioneer Valley Financial Group, Commonwealth Financial Network, and Wingate Wealth Advisors, LLC. Jason has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Jason is part of Wingate Wealth Advisors, Inc, which operates out of Lexington, Massachusetts. The firm has 26 employees and manages assets totaling $1.2 billion. The firm 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, selection of other advisers, and educational seminars. The fee structure at Wingate Wealth Advisors, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wingate Wealth Advisors, Inc Brokerage Details
$1,213,959,144
26
2,810
$432,014
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jason Sikorski Work History
Wingate Wealth Advisors, LLC
Pioneer Valley Financial Group
Commonwealth Financial Network
Best Buy
Disclosures
Please visit the SEC profile of Jason Sikorski 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 Wingate Wealth Advisors, Inc
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
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