Jason
Sebastianelli

Tlg Advisors, Inc

CRD#6224558
Investment Advisor
in Minneapolis, MN

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About this Advisor

Jason Sebastianelli is a financial advisor based in Minneapolis, Minnesota, working with Tlg Advisors, Inc. Jason has previously held positions at Global Financial Private Capital, Raymond James Financial Center, Independent Consultant, and Truchoice (American Financial Marketing, Inc). Jason has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Jason is part of Tlg Advisors, Inc, which operates out of Minneapolis, Minnesota. The firm has 96 offices and 264 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Tlg Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

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, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

400 Hwy 169 South, Suite 200
Minneapolis, MN 55426

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,661,324,827

MN Average: $2,349,664,866
Total Number of Employees

264

MN Average: 28
Total Number of Accounts

5,935

MN Average: 1,101
Average Account Size

$279,920

MN Average: $2,134,119

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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jason Sebastianelli Work History

2019 - Present (5 years)

Truchoice (American Financial Marketing, Inc)

2018 - 2019 (1 year)

Raymond James Financial Center

2018 - 2018 (< 1 year)

Independent Consultant

2013 - 2018 (5 years)

Global Financial Private Capital

2012 - 2018 (6 years)

Global Financial Private Capital

Disclosures

Please visit the SEC profile of Jason Sebastianelli 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 Tlg Advisors, Inc

Weldon Doe
Jackson, MS
Stefan Cherneski
Littleton, CO
Daniel Barajas
Littleton, CO
James Tanksley
Atlanta, GA
Andrew Mitchell
Leawood, KS
Donald Baran
Littleton, CO
Lynn Jacobowski
Littleton, CO
Steven Schaumberger
Littleton, CO

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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