Jason
Muchortow

Avantax Advisory Services

CRD#6596944
Investment Advisor
in Rochester, MI

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About this Advisor

Jason Muchortow is a financial advisor operating in Rochester, Michigan who has 7 years of relevant experience. Muchortow currently works for Avantax Advisory Services. Their career trajectory has included roles at Rehmann Robson, Muchortow & Associates, Avantax Investment Services, Inc, Avantax Advisory Services, Utica High School Junior Varsity Basketball Team and Muchortow + Paperd Advisors LLC. Muchortow holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Michigan. Avantax Advisory Services is a financial advisory business that has its headquarters in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 advisors. It manages $31 billion in assets under management between its 123,393 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 123,393 customer accounts, just 6% belong to high-net-worth individuals who have more than $1 million in investable assets. Avantax Advisory Services has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees billed by Avantax Advisory Services can be comprised of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

950 W. University Dr Ste 101
Rochester, MI 48307

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

MI Average: $3,042,739,679
Total Number of Employees

2,433

MI Average: 49
Total Number of Accounts

123,393

MI Average: 2,315
Average Account Size

$250,972

MI Average: $1,314,358

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
  • Educational seminars/workshops
  • Other

Jason Muchortow Work History

Jason has been registered as a financial advisor for 7 years.*

2022 - Present (2 years)

Muchortow + Paperd Advisors LLC

2016 - Present (8 years)

Avantax Advisory Services

2015 - Present (9 years)

Muchortow & Associates

2015 - Present (9 years)

Avantax Investment Services, Inc

2018 - 2021 (3 years)

Utica High School Junior Varsity Basketball Team

2011 - 2015 (4 years)

Rehmann Robson

*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 Muchortow 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 Avantax Advisory Services

James Boyd
Wilmington, DE
Pamela Justus
Milwaukee, WI
Alexander Folken
Fullerton, CA
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
James Dowdy
Duluth, GA
Andrew Smith
Gadsden, AL
Neil Nowitzke
Ann Arbor, MI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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