Jason
Birdwell
Main Street Financial Solutions, LLC
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About this Advisor
Jason Birdwell is a financial advisor based in Mount Laurel, New Jersey, working with Main Street Financial Solutions, LLC. Jason has previously held positions at H.D. Vest Investment Services, Renzi, Bernardi, Suarez & Co, H.D. Vest Insurance Agency, Inc, Hd Vest Advisory Services, Osaic Wealth, Inc, Main Street Financial Solutions, LLC, and Sagepoint Financial, Inc. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Jason is part of Main Street Financial Solutions, LLC, which operates out of Mount Laurel, New Jersey. The firm has 22 offices and 41 employees. The firm manages assets totaling $1.8 billion 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 pension consulting services. The fee structure at Main Street Financial Solutions, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Main Street Financial Solutions, LLC Brokerage Details
$1,770,646,602
41
5,220
$339,204
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jason Birdwell Work History
Main Street Financial Solutions, LLC
Osaic Wealth, Inc
Sagepoint Financial, Inc
Hd Vest Advisory Services
H.D. Vest Investment Services
Renzi, Bernardi, Suarez & Co
H.D. Vest Insurance Agency, Inc
Jason Birdwell
Disclosures
Please visit the SEC profile of Jason Birdwell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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